Onsite Retail Tax Expert & Community Advocate

Intuit, Inc.

Anaheim (CA)

On-site

USD 45,000 - 50,000

Part time

2 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
Employee Assistance Program
Discounts on Intuit products (free Tur
TurboTax product discount

Job summary

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

You will advise customers, perform tax return preparation, and build a local client base while engaging with the community and leveraging marketing support. You will handle tax scenarios from simple to complex, deliver personalized solutions, and maintain a high standard of customer service in a front-facing retail setting.

Qualifications

  • Active, unrestricted EA/CPA or attorney license required.
  • PTIN as required by law to file taxes.
  • Must hold or obtain state licenses/certificates/permits/bonds.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns.
  • Familiarity with Circular 230.
  • Onsite at TurboTax location, 20+ hours/week, weekends possible.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond filing.
  • Willing to wear TurboTax uniform; front-facing retail role.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally.
  • Provide hands-on tax advice and complete prep services for customers.
  • Build long-term client relationships and drive local client growth.

Skills

EA/CPA/attorney license
PTIN
State licenses/certificates
3+ years tax prep experience
Circular 230 familiarity
Onsite 20+ hrs/wk availability
Bilingual EN/ES
In-store retail experience
Tax software proficiency
CRM/sales tools

Tools

Tax preparation software
CRM tools

Job description

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

You will advise customers, perform tax return preparation, and build a local client base while engaging with the community and leveraging marketing support. You will handle tax scenarios from simple to complex, deliver personalized solutions, and maintain a high standard of customer service in a front-facing retail setting.

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