Onsite Tax Advisor & Community Advocate

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

Benefits offered by this job

401(k) Savings Plan with company -ing

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

free copy of TurboTax

Collaboration opportunities with Turbo

Job summary

Intuit, Inc. invites passionate tax professionals to join as TurboTax Retail Experts at on-site TurboTax Retail or Flagship locations across the United States. This role blends tax expertise, community engagement, and client advisory to help customers navigate their tax needs and grow local relationships.

You will perform hands-on tax preparation, provide tax advice, and support software usage, while building trust and delivering a best-in-class customer experience that drives long-term loyalty.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and knowledge of tax law preferred.
• Must have or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ 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. Hours may scale up during peak demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content for community per Intuit 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 and work in a front-facing retail environment.

Responsibilities

• Be a Proactive Community Ambassador: engage with the community, nurture leads, and convert prospects into long-term clients with proactive outreach.
• Provide Tax Expertise: give hands-on tax advice and complete preparation services for simple to complex tax situations and provide future tax planning advice.
• Deliver a Best in Class Customer Experience: create an exceptional customer experience, build trust, and assist clients with Tax-related questions using Intuit tools.

Skills

EA license

CPA license

Attorney license

PTIN holder

Tax prep experience

Bilingual EN/ES

Tools

Tax preparation software

Job description

Intuit, Inc. invites passionate tax professionals to join as TurboTax Retail Experts at on-site TurboTax Retail or Flagship locations across the United States. This role blends tax expertise, community engagement, and client advisory to help customers navigate their tax needs and grow local relationships.

You will perform hands-on tax preparation, provide tax advice, and support software usage, while building trust and delivering a best-in-class customer experience that drives long-term loyalty.