Onsite Tax Advisor & Retail Community Advocate

Intuit, Inc.; Yorba Linda (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

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support in a friendly, in-person setting.

This on-site role emphasizes community engagement and growing your client base through local marketing and referrals. A valid EA/CPA/attorney license, PTIN, and 3+ years of tax prep experience are required; bilingual skills are a plus.

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required to file taxes.
• Must possess or obtain state licenses/certificates/bonds as needed.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
• Familiarity with Circular 230.
• Comfort working onsite at a TurboTax location, 20+ hours/week, including weekends.
• Willing to wear a TurboTax uniform.
• Front-facing retail environment experience.

Responsibilities

• Represent TurboTax locally as a community ambassador.
• Engage with prospects, nurture leads, and convert to long‑term clients.
• Support local marketing efforts with TurboTax resources.
• Provide hands-on tax advice and complete tax returns for customers.
• Perform tax reviews to uncover deductions and maximize refunds.
• Deliver accurate tax solutions using government resources and professional tools.
• Create a positive customer experience and build long-term relationships.
• Interact with customers in person and via TurboTax video tools.
• Address client inquiries and tax-related challenges.

Skills

Tax expertise

Customer-facing

On-site

Bilingual

TurboTax

Tax software

Tools

TurboTax

CRM tools

Job description

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support in a friendly, in-person setting.

This on-site role emphasizes community engagement and growing your client base through local marketing and referrals. A valid EA/CPA/attorney license, PTIN, and 3+ years of tax prep experience are required; bilingual skills are a plus.