Onsite Tax Advisor & Community Builder

Intuit Inc.; Pasadena (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts

Job summary

Intuit Inc. is seeking highly motivated TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software support, while growing our client base through community engagement. You will work in-person with customers, delivering personalized tax solutions and building long-term relationships.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active 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+ 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.
• 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 and work in a front-facing retail environment.

Responsibilities

• Be a Proactive Community Ambassador: Represent TurboTax locally as a public face in the community.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Lead and participate with TurboTax in local marketing to make taxes accessible and approachable.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience with professionalism and genuine interest in helping clients reach financial goals.
• Build long-term trust and relationships with clients, both in-person and via Intuit’s video tools.
• Address client inquiries and help overcome tax-related challenges.

Skills

EA/CPA/Attorney licenses

PTIN

State licenses/certificates

3+ years tax prep experience

Circular 230 familiarity

Onsite 20h/wk availability

Community outreach

Bilingual English/Spanish

Holistic tax advisory

Tax software & CRM tools

Tools

Tax software

CRM/sales tools

Job description

Intuit Inc. is seeking highly motivated TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software support, while growing our client base through community engagement. You will work in-person with customers, delivering personalized tax solutions and building long-term relationships.