In-Store Tax Pro & Community Advocate

Intuit Inc.; Moreno Valley (CA); On-site; USD 44,000 - 50,000; Part time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit Inc. seeks energetic individuals to join our TurboTax Retail team as Retail Experts at locations across the United States.

This on-site role focuses on delivering tax expertise, personalized service, and building a local client base within the community. You’ll prepare simple to complex tax returns, offer tax advice, and guide customers through TurboTax products, while representing Intuit with a professional, customer-first approach.

Qualifications

• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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.

Responsibilities

• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions and provide future tax planning advice.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.

Skills

Tax preparation experience

Strong tax knowledge

Customer service

Front-facing retail environment

Bilingual English/Spanish (optional)

Education

Active EA/CPA/Attorney license

PTIN registration

State licenses/certificates permits bonds

Tools

Tax software

CRM/sales tools

Job description

Intuit Inc. seeks energetic individuals to join our TurboTax Retail team as Retail Experts at locations across the United States.

This on-site role focuses on delivering tax expertise, personalized service, and building a local client base within the community. You’ll prepare simple to complex tax returns, offer tax advice, and guide customers through TurboTax products, while representing Intuit with a professional, customer-first approach.