Onsite Tax Expert & Community Growth Advocate

Intuit Inc.

Palatine (IL)

On-site

USD 43,000 - 47,000

Full time

14 days+
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Benefits offered by this job

401(k) Savings Plan with company match
E&O Insurance
Employee Stock Purchase Plan
Employee Assistance Program
Discounts on Intuit productsincluding

Job summary

Intuit Inc. is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving in-person customers with tax preparation and advisory services.

You’ll grow the local client base, deliver accurate tax solutions, and provide exceptional service in a friendly retail environment. You will represent TurboTax in the community, build relationships, and leverage marketing support to expand your practice while maintaining compliance and

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax prep experience.
  • PTIN required to file taxes.
  • State licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230 guidance.
  • Must be onsite at a TurboTax location, 20+ hours/week.
  • Interest in building local/online presence as a TurboTax Expert.
  • English/Spanish bilingual is a plus.
  • Experience in holistic tax advisory beyond filing.
  • Willing to wear a TurboTax uniform and work in a front-facing retail setting.

Responsibilities

  • Be the proactive community ambassador for TurboTax locally, engaging prospects and building a client base.
  • Provide hands-on tax advice and complete tax returns for customers using TurboTax products.
  • Deliver best-in-class customer experience and help clients achieve financial goals.

Skills

Tax expertise
Community outreach
On-site
Bilingual English/Spanish

Education

Active EA/CPA/attorney license
PTIN
State licenses/certificates
3+ years 1040 tax returns
Circular 230 knowledge

Tools

Professional tax software
CRM tools

Job description

Intuit Inc. is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving in-person customers with tax preparation and advisory services.

You’ll grow the local client base, deliver accurate tax solutions, and provide exceptional service in a friendly retail environment. You will represent TurboTax in the community, build relationships, and leverage marketing support to expand your practice while maintaining compliance and

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