Onsite Retail Tax Advisor & Community Builder

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

Benefits offered by this job

401(k) with company match

Discounts on Intuit products

Employee Stock Purchase Plan

E&O Insurance

Job summary

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

You will provide full-service tax return preparation and advice to in-person customers, using your tax expertise to empower clients and support Prosperity goals. As a proactive community ambassador, you’ll attract new clients, build long-term relationships, and leverage marketing and software tools to grow your local practice.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active 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 preparation experience

PTIN holder

Onsite retail experience

Community outreach

Bilingual (English/Spanish)

Tools

TurboTax software

CRM tools

Job description

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

You will provide full-service tax return preparation and advice to in-person customers, using your tax expertise to empower clients and support Prosperity goals. As a proactive community ambassador, you’ll attract new clients, build long-term relationships, and leverage marketing and software tools to grow your local practice.