Onsite Tax Advisor & Retail Specialist

Intuit Inc.; Pasadena (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax discounts (free copy)

Marketing support and growth networks

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You will provide full-service tax preparation, tax advice, and software support while growing a local client base and building lasting relationships with customers.

The role requires on-site presence, strong tax knowledge, and excellent customer service, with potential for marketing and community engagement activities in your area.

Qualifications

• Active, unrestricted EA, CPA, or attorney license required.
• PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per tax season.

Responsibilities

• Be a proactive community ambassador for TurboTax locally.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver a best-in-class customer experience and build long-term client relationships.

Education

EA license

CPA license

Attorney license

PTIN

State licenses

Tools

TurboTax software

CRM tools

Job description

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You will provide full-service tax preparation, tax advice, and software support while growing a local client base and building lasting relationships with customers.

The role requires on-site presence, strong tax knowledge, and excellent customer service, with potential for marketing and community engagement activities in your area.