Onsite Tax Advisor & Community Advocate

Intuit; Newark (DE); On-site; USD 33,000 - 36,000; 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

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Ongoing collaboration opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, helping customers with in-person tax return preparation and personalized advice.

You’ll build relationships in your community, grow your client base, and deliver a best-in-class experience while leveraging Intuit’s tools and resources. The role requires tax credentials, on-site availability, and a passion for helping people prosper.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30 or more 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit's 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.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Be a Proactive Community Ambassador — Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide Tax Expertise — Give hands‑on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience — Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship. Interact with customers both in‑person and through Intuit's state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Skills

Tax preparation

Tax advisory

Client service

CRM / sales tools

Bilingual English/Spanish

Education

EA/CPA/Attorney license

PTIN

State licenses

Tools

Professional tax software

CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, helping customers with in-person tax return preparation and personalized advice.

You’ll build relationships in your community, grow your client base, and deliver a best-in-class experience while leveraging Intuit’s tools and resources. The role requires tax credentials, on-site availability, and a passion for helping people prosper.