Onsite Tax Expert & Community Advocate (Retail)

Intuit, Inc.; Brea (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

Employee Assistance Program

Product discounts (TurboTax)

Job summary

Intuit is seeking tax experts to work on-site at TurboTax Retail or Flagship locations across the United States, helping customers with in-person tax preparation, planning, and software support. You will grow local client bases, deliver accurate tax solutions, and provide outstanding service in a front-facing retail environment.

The role emphasizes tax expertise, client relationship building, and community engagement, with a strong pay-for-performance compensation package and opportunities for

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for at least 20 hours/week.
• Interest in building local/online social presence as a TurboTax Expert per Intuit policies.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond tax filing.
• Willing to wear a TurboTax uniform.
• Willing to work in a front-facing retail environment.

Responsibilities

• Be a proactive community ambassador for TurboTax locally, attract and convert prospects into clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers across personal and business tax needs.
• Deliver exceptional customer experience and help clients achieve financial goals while building trust and long-term relationships.

Skills

EA/CPA/Attorney

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite 20h/wk

Bilingual EN/ES

Holistic tax advisory

Uniform

Front-facing retail

Tools

CRM

Tax software

Job description

Intuit is seeking tax experts to work on-site at TurboTax Retail or Flagship locations across the United States, helping customers with in-person tax preparation, planning, and software support. You will grow local client bases, deliver accurate tax solutions, and provide outstanding service in a front-facing retail environment.

The role emphasizes tax expertise, client relationship building, and community engagement, with a strong pay-for-performance compensation package and opportunities for