In-Store Tax Expert & Community Growth Advocate

Jobtome; Bell Gardens (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

Discounts on Intuit products including

Free copy of TurboTax

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation, provide tax advice, and support customers in-person, while growing the local client base and building lasting relationships.

You’ll be part of a collaborative team of financial experts, with opportunities to engage in local marketing and community outreach. The role is non-exempt and requires onsite presence.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• 3+ years of paid experience filing 30+ federal/state individual returns per tax season.
• Familiarity with Circular 230 and state licensing requirements.
• Comfortable working onsite at a TurboTax location, including Sundays/Saturdays and variable hours.

Responsibilities

• Be a proactive community ambassador for TurboTax locally and in-store.
• Engage with prospects, nurture leads, and convert them to long-term clients.
• Lead local marketing efforts with TurboTax to grow the client base.
• Provide hands-on tax advice and complete tax preparation services for customers.
• Conduct discovery sessions and tax reviews to optimize deductions and refunds.
• Deliver accurate tax solutions using government resources, tools, and team expertise.
• Deliver exceptional customer experiences and foster long-term client relationships.
• Interact with customers in-person and via TurboTax video tools.
• Address client inquiries and help navigate tax-related challenges.

Skills

Tax expertise

Customer service

Community outreach

Bilingual English/Spanish

On-site retail experience

Sales skills

CRM proficiency

Education

EA/CPA/Attorney license

Tools

Tax preparation software

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation, provide tax advice, and support customers in-person, while growing the local client base and building lasting relationships.

You’ll be part of a collaborative team of financial experts, with opportunities to engage in local marketing and community outreach. The role is non-exempt and requires onsite presence.