Onsite Tax Expert & Community Advocate (Retail)

Intuit, Inc.; Evanston (IL); On-site; USD 43,000 - 47,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

ESPP

Product discounts

Free TurboTax copy

Growth opportunities

Job summary

Intuit is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will perform full-service tax return preparation, offer tax advice, and support customers in-person using TurboTax products.

You’ll help grow the local client base, build lasting relationships, and participate in local marketing initiatives. You must meet state licensing requirements, have active PTIN, and be comfortable working in a front-facing retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• Must have or be able to obtain PTIN to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per season using professional software.
• Familiarity with Circular 230.
• Comfortable working onsite at a TurboTax retail/flagship location, 20+ hours weekly.
• English/Spanish bilingual skills a plus; strong communication.
• Experience in holistic tax advisory beyond filing.

Responsibilities

• Provide hands-on tax advice and complete return preparation for TurboTax customers.
• Perform tax reviews to uncover deductions, minimize liabilities, and optimize refunds.
• Engage local community, grow client base, and build long-term relationships.
• Work onsite, face-to-face with customers, in a retail environment using company tools.

Skills

EA/CPA/Attny license

PTIN

State licenses

Tax preparation experience

Circular 230

Onsite retail experience

Bilingual EN/ES

Content creation

Customer service

Tools

Tax software

CRM tools

Job description

Intuit is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will perform full-service tax return preparation, offer tax advice, and support customers in-person using TurboTax products.

You’ll help grow the local client base, build lasting relationships, and participate in local marketing initiatives. You must meet state licensing requirements, have active PTIN, and be comfortable working in a front-facing retail setting.