Onsite Tax Expert & Community Advocate

Intuit Inc.

Fullerton (CA)

On-site

USD 68,000 - 75,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to serve customers in-person at TurboTax Retail or Flagship locations across the United States.

On-site role combines tax expertise, entrepreneurship, and community engagement to help clients navigate their tax needs and build lasting relationships. As a TurboTax - Retail Expert, you will deliver full-service tax preparation, advice, and software support, grow the local client base, wear the TurboTax uniform, and work at least 20 hours per week in a

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Minimum of 3 years paid experience filing 30+ federal and state returns per tax season.
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Bilingual English/Spanish communication skills are a plus.
  • Must be willing to wear a TurboTax uniform.

Responsibilities

  • Provide full-service tax return preparation and tax advice for TurboTax customers.
  • Grow TurboTax client base within the local community and build long-term relationships.
  • Deliver exceptional customer experience through professionalism and helpful guidance.
  • Assist customers using TurboTax products and related software tools.

Skills

Tax preparation
PTIN holder
Circular 230
Onsite customer service

Education

EA/CPA/Attorney

Tools

TurboTax software
CRM tools

Job description

Intuit Inc. is seeking TurboTax Retail Experts to serve customers in-person at TurboTax Retail or Flagship locations across the United States.

On-site role combines tax expertise, entrepreneurship, and community engagement to help clients navigate their tax needs and build lasting relationships. As a TurboTax - Retail Expert, you will deliver full-service tax preparation, advice, and software support, grow the local client base, wear the TurboTax uniform, and work at least 20 hours per week in a

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