In-Store Tax Pro & Community Advisor

Intuit, Inc.

New Haven (CT)

On-site

USD 45,000 - 50,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Stock purchase plan
E&O insurance
TurboTax product discounts
Marketing support

Job summary

Intuit, Inc. is seeking highly motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, expert tax advice, and software support while building local client relationships and growing TurboTax's community presence. The role is non-exempt, onsite, and requires 20+ hours per week with potential for increased demand during peak seasons.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN as required by law to file taxes.
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 returns per tax season using professional tax software.
  • Familiarity with Circular 230.
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Willing to wear a TurboTax uniform and work in a front-facing retail environment.
  • Interest in building a local and online social presence as a TurboTax Expert.

Responsibilities

  • Be a proactive community ambassador representing TurboTax locally and in the community.
  • Provide hands-on tax advice and complete preparation services for customers, including complex scenarios.
  • Deliver an exceptional customer experience and build long-term client relationships through trust and outreach.

Skills

EA/CPA/Attorney license
PTIN
Tax preparation experience
Onsite availability
Bilingual English/Spanish
Circular 230 familiarity
Client advisory experience

Tools

Tax preparation software
CRM tools

Job description

Intuit, Inc. is seeking highly motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, expert tax advice, and software support while building local client relationships and growing TurboTax's community presence. The role is non-exempt, onsite, and requires 20+ hours per week with potential for increased demand during peak seasons.

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