Onsite Tax Expert & Community Growth Advocate

Intuit

Compton (CA)

On-site

USD 4,477,000 - 4,959,000

Full time

7 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Product discounts (TurboTax)
Free TurboTax copy
Marketing opportunities
Collaboration network

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations nationwide. You will provide hands-on tax advice, prepare returns, and support clients in person using TurboTax tools.

You will engage with the community, attract new clients, and build long-term relationships while promoting Intuit’s mission of empowering financial prosperity. The role is non-exempt and requires onsite presence, with hours that flex around peak demand, including Sundays.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • Must have or be able to obtain PTIN to file taxes.
  • Must possess or obtain related State licenses/certificates/bonds.
  • Minimum 3 years of paid tax return prep (30+ 1040s) per season.
  • Familiarity with Circular 230.
  • Willing to work onsite at a TurboTax location 20+ hours weekly.

Responsibilities

  • Provide hands-on tax advice and prepare returns for customers.
  • Conduct discovery sessions to uncover deductions and maximize refunds.
  • Deliver accurate tax solutions using government resources and team expertise.
  • Offer exceptional customer service and build trust with clients.
  • Grow TurboTax client base through local community outreach and marketing.
  • Interact with customers in-person and via TurboTax tools.

Skills

Tax preparation
Customer service
Community engagement
Sales outreach
Bilingual English/Spanish
Onsite presence

Tools

Tax software
CRM software

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations nationwide. You will provide hands-on tax advice, prepare returns, and support clients in person using TurboTax tools.

You will engage with the community, attract new clients, and build long-term relationships while promoting Intuit’s mission of empowering financial prosperity. The role is non-exempt and requires onsite presence, with hours that flex around peak demand, including Sundays.

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