Onsite Tax Advisor & Local Growth Champion

Intuit; Fullerton (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Free TurboTax copy

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations. You will prepare tax returns, offer tax advice, and help customers navigate complex scenarios. You’ll also grow the local client base, build relationships, and support marketing efforts in the community.

Strong knowledge of tax law and hands-on experience with professional software are required. The role emphasizes customer service, reliability, and a willingness to be a visible ambassador for

Qualifications

• ACTIVE, unrestricted EA, CPA, or attorney license.
• Experience filing federal and state returns using professional software.
• Comfort working onsite at TurboTax locations Sunday–Saturday.

Responsibilities

• Provide full-service tax return preparation and tax advice.
• Grow local TurboTax clientele through outreach and relationships.
• Deliver excellent customer experience in-person and via tools.

Skills

Tax preparation

Customer service

Community outreach

Sales/prospecting

Education

EA license

CPA license

Attorney license

Tools

Tax preparation software

CRM tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations. You will prepare tax returns, offer tax advice, and help customers navigate complex scenarios. You’ll also grow the local client base, build relationships, and support marketing efforts in the community.

Strong knowledge of tax law and hands-on experience with professional software are required. The role emphasizes customer service, reliability, and a willingness to be a visible ambassador for