Onsite Tax Expert & Community Advocate

Intuit, Inc.; Hoffman Estates (IL); On-site; USD 43,000 - 48,000; Full time

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

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering in-person tax return preparation and expert tax advice to customers.

The role focuses on growing the local client base, leveraging marketing support and technology to build long-term relationships, while providing a best-in-class customer experience in a retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Must be willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Skills

Tax licenses

PTIN

Onsite work

Bilingual English/Spanish

Tax advisory

Uniforms

Retail environment

Holistic tax

Content creation

Schedule flexibility

Education

EA/CPA/Attorney license

PTIN required

State licenses/certificates

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering in-person tax return preparation and expert tax advice to customers.

The role focuses on growing the local client base, leveraging marketing support and technology to build long-term relationships, while providing a best-in-class customer experience in a retail setting.