Onsite Tax Prep Pro & Community Advisor

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, advise clients, and help grow the local TurboTax client base while delivering top-tier customer experiences.

This role emphasizes in-person service, community engagement, and excellent communication, with a focus on growing a trusted local presence.

Qualifications

• Active EA/CPA/license required or equivalent.
• Experience with tax preparation and advisory services.
• Ability to engage customers in person at retail locations.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Conduct discovery sessions to uncover deductions and plan future taxes.
• Deliver excellent customer service and build local client relationships.

Skills

Tax expertise

Client engagement

Community outreach

Communication

Education

EA/CPA/attorney license

Tools

CRM/sales tools

Tax software

Job description

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, advise clients, and help grow the local TurboTax client base while delivering top-tier customer experiences.

This role emphasizes in-person service, community engagement, and excellent communication, with a focus on growing a trusted local presence.