Onsite Tax Advisor and Community Growth Expert

Intuit Inc.; Sammamish (WA); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

401(k) with company matching

Free copy of TurboTax

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit Inc. is seeking highly motivated TurboTax Retail Experts for on-site roles at TurboTax Retail or Flagship locations across the United States.

This position combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. You will work on-site with a team of financial professionals, delivering full-service tax return preparation, tax advice, and software support.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Must have PTIN to file taxes.
• Must hold or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
• Familiarity with Circular 230.

Responsibilities

• Be a proactive community ambassador for TurboTax locally, engaging with prospects and converting them into long-term clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning.
• Utilize government resources and team expertise to deliver accurate tax solutions in everyday language.
• Deliver a best-in-class customer experience with professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust and turn transactions into ongoing relationships.
• Interact with customers in-person and via TurboTax video tools; address inquiries and overcome tax challenges.

Skills

Tax expertise

PTIN holder

Circular 230 knowledge

Face-to-face customer service

Bilingual English/Spanish

Education

Enrolled Agent (EA) license

CPA license

Attorney license

Job description

Intuit Inc. is seeking highly motivated TurboTax Retail Experts for on-site roles at TurboTax Retail or Flagship locations across the United States.

This position combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. You will work on-site with a team of financial professionals, delivering full-service tax return preparation, tax advice, and software support.