Onsite Tax Advisor & Community Builder

Intuit Inc.

Kent (WA)

On-site

USD 44,000 - 50,000

Full time

14 days+
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax product discounts
Free TurboTax copy
Marketing support

Job summary

Intuit Inc. is seeking TurboTax - Retail Experts to serve on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support while building a local client base and community presence. You will work in a front-facing retail environment, delivering personalized tax solutions with a focus on customer experience and long-term relationships.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax prep experience.
  • Active PTIN required to file taxes.
  • Must possess or be able to obtain related state licenses.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns.
  • Familiarity with Circular 230.
  • Willingness to work onsite at a TurboTax location, 20+ hours/week.
  • Interest in building local and online presence as a TurboTax Expert.

Responsibilities

  • Be a Proactive Community Ambassador for TurboTax locally.
  • Engage with prospects, nurture leads, and convert to long-term clients.
  • Lead local marketing efforts with TurboTax support.
  • Provide hands-on tax advice and complete preparation services.
  • Facilitate discovery sessions and tax reviews to optimize deductions and refunds.
  • Use government resources and team guidance to deliver accurate tax solutions.

Skills

Tax licensing
PTIN holder
State licenses
3+ years returns
Circular 230
Onsite retail
Bilingual EN/ES
Tax advisory
Uniform compliance
Front-facing

Job description

Intuit Inc. is seeking TurboTax - Retail Experts to serve on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support while building a local client base and community presence. You will work in a front-facing retail environment, delivering personalized tax solutions with a focus on customer experience and long-term relationships.

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