Onsite Tax Expert & Community Growth Advocate

Intuit, Inc.; Mission Viejo (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking TurboTax - Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, offer tax advice, and support clients while building a local client base and community presence.

The role emphasizes on-site work, customer service excellence, and collaboration with marketing and tax professionals to deliver accurate tax solutions and a positive client experience.

Qualifications

• Active, unrestricted tax licenses (EA/CPA/attorney) preferred.
• Active PTIN required to file taxes.
• 3+ years of paid tax return preparation experience with 30+ returns.
• Familiarity with Circular 230.
• Must be able to work onsite 20+ hours/week.

Responsibilities

• Prepare tax returns using TurboTax products.
• Advise on deductions and tax planning for clients.
• Grow client base through local community engagement.
• Provide excellent customer service in-person.

Skills

EA license

CPA license

Attorney license

Tax preparation

PTIN

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax - Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, offer tax advice, and support clients while building a local client base and community presence.

The role emphasizes on-site work, customer service excellence, and collaboration with marketing and tax professionals to deliver accurate tax solutions and a positive client experience.