In-Store Tax Pro & Community Advocate

Intuit

Cypress (CA)

On-site

USD 45,000 - 50,000

Full time

10 days ago

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Benefits offered by this job

401(k) match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Product discounts
Free TurboTax copy
Marketing opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support while building local relationships and generating new business in the community.

The role is on-site, non-exempt, and requires a minimum of 20 hours per week with potential hour flexibility during peak times. A strong tax background and active licenses are essential.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax prep experience.
  • PTIN active to file taxes.
  • Must have or obtain state licenses/certs.
  • Minimum 3 years filing 30+ federal/state 1040s per season.
  • Familiarity with Circular 230.
  • Onsite availability at TurboTax location, 20+ hours/week.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services beyond filing.
  • Willing to wear TurboTax uniform.
  • Front-facing retail role experience.

Responsibilities

  • Be the proactive community ambassador for TurboTax locally.
  • Provide hands-on tax advice and complete simple to complex returns.
  • Deliver best-in-class customer experience and foster long-term client relationships.

Skills

EA/CPA/attorney license
PTIN
State licenses
3+ years tax returns
Circular 230
onsite 20h/week
Bilingual English/Spanish
Holistic tax advisory
Uniform clothing
Retail front-facing

Tools

Tax preparation software
CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support while building local relationships and generating new business in the community.

The role is on-site, non-exempt, and requires a minimum of 20 hours per week with potential hour flexibility during peak times. A strong tax background and active licenses are essential.

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