Onsite Tax Expert & Retail Community Advocate

Intuit; Altadena (CA); On-site; USD 93,126,000 - 103,155,000; Full time

Benefits offered by this job

401(k) plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Marketing & collaboration opps

Job summary

Intuit is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and support, building strong client relationships and contributing to local community growth.

This role emphasizes customer service, tax knowledge, and proactive outreach, with opportunities to participate in local marketing efforts and to wear a TurboTax uniform while helping clients achieve positive financial

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• Have an active PTIN as required to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Familiarity with Circular 230.

Responsibilities

• Be the proactive community ambassador for TurboTax in your locale.
• Provide hands-on tax advice and complete return preparation for TurboTax customers.
• Deliver exceptional customer experience and build long-term client relationships.
• Engage in local marketing activities and grow the TurboTax client base.

Skills

Tax license (EA/CPA/attorney)

PTIN active

On-site availability

3+ years tax returns

Bilingual EN/ES

Education

Active tax credential

Tools

Professional tax software

CRM tools

Job description

Intuit is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and support, building strong client relationships and contributing to local community growth.

This role emphasizes customer service, tax knowledge, and proactive outreach, with opportunities to participate in local marketing efforts and to wear a TurboTax uniform while helping clients achieve positive financial