In-Store Tax Pro & Community Advocate (TurboTax Expert)

Intuit, Inc.

Gardena (CA)

On-site

USD 45,000 - 50,000

Full time

12 days ago

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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products (free Tur
TurboTax copy

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to perform on-site tax preparation and client advisory services at TurboTax Retail or Flagship locations across the United States.

You will assist customers in-person, provide tax expertise, and help grow the local TurboTax client base through community engagement. The role emphasizes hands-on tax preparation, personalized service, and building lasting client relationships while delivering a best-in-class customer experience in a front-facing

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax knowledge.
  • PTIN required to file taxes.
  • State licenses, permits, or bonds as applicable.
  • Minimum 3 years of paid tax return preparation experience (1040s).
  • Circular 230 familiarity and compliance.
  • Must work onsite at a TurboTax location (20+ hours/week).
  • Interest in building local/community presence as a TurboTax Expert.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory beyond basic filing.
  • Must wear TurboTax uniform and work in front-facing retail.

Responsibilities

  • Be a proactive community ambassador for TurboTax locally.
  • Engage prospects, nurture leads, and convert to long-term clients.
  • Lead local marketing efforts with TurboTax support to grow clientele.
  • Provide hands-on tax advice and complete preparation services.
  • Conduct discovery sessions to optimize deductions and refunds.
  • Use tax resources and CRM tools to deliver personalized guidance.
  • Deliver an exceptional customer experience and build trust.

Skills

Tax licenses
PTIN credential
State licenses
Tax return prep
Circular 230
Onsite work
Community presence
Bilingual
Tax advisory
Uniformed
Retail experience

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to perform on-site tax preparation and client advisory services at TurboTax Retail or Flagship locations across the United States.

You will assist customers in-person, provide tax expertise, and help grow the local TurboTax client base through community engagement. The role emphasizes hands-on tax preparation, personalized service, and building lasting client relationships while delivering a best-in-class customer experience in a front-facing

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