In-Store TurboTax Expert & Community Tax Advisor

Intuit, Inc.

Bell (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 with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products (free Tur
Marketing support and growth network

Job summary

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

You will provide in-person tax preparation, advice, and software support, helping customers navigate complex tax situations with personalized service. You will engage with the local community, grow the client base, and deliver an exceptional customer experience while complying with Intuit policies.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • PTIN required to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state Form 1040s per season using professional software.
  • Familiarity with Circular 230.
  • Comfort working onsite at a TurboTax retail or flagship location, Sundays–Saturdays, ≥20 hrs/week.
  • Interest in building local and online presence as a TurboTax Expert.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond tax filing.
  • Willing to wear TurboTax uniform.
  • Willing to work in a front-facing retail environment.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging prospects.
  • Provide hands-on tax advice and complete preparation for TurboTax customers, including complex situations.
  • Deliver a best-in-class customer experience, building trust and long-term relationships with clients.

Skills

Tax prep
Customer service
Community outreach
Sales / prospecting
On-site presence
Bilingual EN/ES

Education

Enrolled Agent license
CPA/Attorney license
CRM software

Tools

CRM software

Job description

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

You will provide in-person tax preparation, advice, and software support, helping customers navigate complex tax situations with personalized service. You will engage with the local community, grow the client base, and deliver an exceptional customer experience while complying with Intuit policies.

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