Onsite Tax Advisor & Community Growth Expert

Intuit Careers

Prosper (TX)

On-site

USD 40,000 - 60,000

Full time

5 days ago
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support and collaboration

Job summary

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, advice, and software support, serving clients in person and building local relationships.

Active tax credentials (EA/CPA/attorney) and PTIN are required, with a minimum of 3 years filing 30+ returns per season. Roles are non-exempt, 20+ hours/week, with competitive compensation and benefits.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Must be able to obtain related state licenses/certificates as needed.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230 and onsite retail environment.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex situations.
  • Facilitate discovery sessions and reviews to maximize refunds and plan future taxes.
  • Grow TurboTax client base in the local community and build long-term relationships.
  • Deliver exceptional customer experience in a front-facing retail setting.

Skills

EA/CPA/attorney license
Tax preparation experience
On-site work
Bilingual (English/Spanish) a plus
People and relationship building

Education

PTIN in good standing

Tools

Tax software proficient
CRM tools

Job description

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, advice, and software support, serving clients in person and building local relationships.

Active tax credentials (EA/CPA/attorney) and PTIN are required, with a minimum of 3 years filing 30+ returns per season. Roles are non-exempt, 20+ hours/week, with competitive compensation and benefits.

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