In-Store Tax Pro & Community Advocate

Intuit, Inc.

Fontana (CA)

On-site

USD 45,000 - 50,000

Full time

6 days ago
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Benefits offered by this job

401(k) Savings Plan
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy

Job summary

Intuit, Inc. is seeking experienced TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide comprehensive tax return preparation, tax advice, and software support while delivering a trusted, friendly customer experience. As a Retail Expert, you will grow Intuit's local client base, participate in marketing efforts, and help clients navigate complex tax scenarios with personalized guidance.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • Must have PTIN to file taxes.
  • Minimum 3 years of paid tax return prep experience (30+ returns/season).
  • Must be onsite at a TurboTax location (min 20 hours/week).
  • Willing to wear a TurboTax uniform.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Identify deductions, maximize refunds, and offer tax planning guidance.
  • Build long-term client relationships and grow local client base.
  • Represent TurboTax as a community ambassador and leverage marketing support.
  • Work onsite in a retail environment and use TurboTax tools.

Skills

EA/CPA/Attorney license
Tax preparation experience
PTIN holder
Onsite client service
Bilingual EN/ES

Tools

Tax preparation software
CRM tools

Job description

Intuit, Inc. is seeking experienced TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide comprehensive tax return preparation, tax advice, and software support while delivering a trusted, friendly customer experience. As a Retail Expert, you will grow Intuit's local client base, participate in marketing efforts, and help clients navigate complex tax scenarios with personalized guidance.

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