On‑Site Tax Advisor & Local Growth Advocate

Intuit, Inc.; Irvine (CA); On-site; USD 45,000 - 50,000; Full time

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

Job summary

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at on-site locations across the United States. You will perform full-service tax return preparation, offer tax advice, and use TurboTax products to support clients in a retail setting.

This role emphasizes local community engagement, client development, and delivering an exceptional customer experience while maintaining compliance and professionalism.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front-facing retail environment

Responsibilities

• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Skills

Tax expertise

Customer service

Community engagement

English/Spanish bilingual

On-site presence

Education

Active EA/CPA/Attorney license

PTIN (Preparer Tax Identification Number)

State licenses/certificates

Tools

Tax preparation software

CRM tools

Job description

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at on-site locations across the United States. You will perform full-service tax return preparation, offer tax advice, and use TurboTax products to support clients in a retail setting.

This role emphasizes local community engagement, client development, and delivering an exceptional customer experience while maintaining compliance and professionalism.