Onsite Retail Tax Expert & Community Advocate

Jobtome; Monrovia (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 including

Free copy of TurboTax

Collaboration opportunities with Turbo

Job summary

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations in the United States. You will deliver full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local client base and fostering long-term relationships within the community.

This non-exempt role requires on-site presence and a commitment to providing exceptional customer experiences, with opportunities for marketing collaboration and product

Qualifications

• Active, unrestricted EA, CPA, or attorney license; tax preparation experience preferred.
• PTIN active as required by law to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Comfortable working onsite at a TurboTax location, Sunday–Saturday, minimum 20 hours per week.

Responsibilities

• Represent TurboTax locally as a community ambassador to attract clients.
• Engage with prospects, nurture leads, and convert to long-term clients.
• Lead local marketing efforts and make taxes approachable for the community.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Identify deductions, minimize tax liabilities, maximize refunds, and offer future tax planning.

Skills

EA/CPA license

PTIN

State licenses

Onsite availability 20 hrs/wk

Bilingual English/Spanish

Retail/face-to-face experience

Job description

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations in the United States. You will deliver full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local client base and fostering long-term relationships within the community.

This non-exempt role requires on-site presence and a commitment to providing exceptional customer experiences, with opportunities for marketing collaboration and product