In-Store TurboTax Tax Advisor & Community Advocate

Intuit Inc.

Temecula (CA)

On-site

USD 45,000 - 50,000

Part time

14 days+

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Benefits offered by this job

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Benefits

Job summary

Intuit Inc. is seeking dedicated 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 scenarios while building lasting local relationships. You will engage with the community as a local ambassador, drive client growth with marketing support, and leverage TurboTax tools to deliver accurate, personalized tax solutions in everyday

Qualifications

Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
Active PTIN as required by law to file taxes.
Must possess or obtain State licenses, certificates, permits, or bonds.
Minimum of 3 years of paid experience filing 30+ federal and state 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.
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.

Responsibilities

Be a proactive community ambassador by representing TurboTax locally and engaging with prospects to convert them into clients.
Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
Deliver a best-in-class customer experience through professionalism and helping clients meet financial goals while building trust.