Onsite Retail Tax Expert & Community Ambassador

Intuit; Los Alamitos (CA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) with company matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (TurboTax

Job summary

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, serving as a trusted advisor to help clients achieve positive financial outcomes.

The role emphasizes community engagement, local marketing participation, and building long-term client relationships, with on-site work and a

Qualifications

• Active EA/CPA or attorney license is preferred.
• 3+ years of paid experience filing 30+ federal/state returns per tax season.
• Experience with professional tax software and circular 230 familiarity.

Responsibilities

• Provide hands-on tax advice and complete tax returns for TurboTax customers.
• Conduct discovery sessions to identify deductions and plan future taxes.
• Deliver exceptional customer experiences in a front-facing retail setting.

Skills

Tax advisory

Customer engagement

Bilingual EN/ES

Public speaking

Education

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, serving as a trusted advisor to help clients achieve positive financial outcomes.

The role emphasizes community engagement, local marketing participation, and building long-term client relationships, with on-site work and a