Onsite Tax Expert & Community Growth Advocate

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

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support

Job summary

Intuit, Inc. seeks on-site TurboTax Retail Experts to advise customers, prepare taxes, and grow the local TurboTax client base at retail or flagship locations in the United States.

Ideal candidates have active EA/CPA/Attorney licenses, 3+ years of tax return experience, and comfort working front‑line in a retail setting. Bilingual English/Spanish is a plus, with uniforms and a strong drive for community engagement.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Have an 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 and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working 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.

Responsibilities

• Be a Proactive Community Ambassador: represent TurboTax locally and engage with prospects to convert them into long-term clients.
• Provide Tax Expertise: give on-site tax advice and complete preparation services for simple to complex tax situations.
• Deliver a Best in Class Customer Experience: maintain professionalism and help clients achieve financial goals with personalized service.

Skills

Tax preparation experience

Customer service

Community engagement

Education

EA/CPA/Attorney license

PTIN holder

State licenses/certificates

Tools

TurboTax software

CRM software

Tax guidance resources

Job description

Intuit, Inc. seeks on-site TurboTax Retail Experts to advise customers, prepare taxes, and grow the local TurboTax client base at retail or flagship locations in the United States.

Ideal candidates have active EA/CPA/Attorney licenses, 3+ years of tax return experience, and comfort working front‑line in a retail setting. Bilingual English/Spanish is a plus, with uniforms and a strong drive for community engagement.