Onsite Tax Pro & Community Advocate

Intuit; Costa Mesa (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax product discounts

Growth opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation, provide tax advice, and support customers using TurboTax products, while growing client bases in local communities.

The role emphasizes on-site presence, local marketing support, and building long-term relationships with clients in a dynamic retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Must have PTIN to file taxes.
• 3+ years of paid experience filing 1040s (federal/state) using professional tax software.

Responsibilities

• Be a proactive community ambassador for TurboTax locally.
• Provide hands-on tax advice and complete tax returns for customers.
• Deliver a best-in-class customer experience and build long-term client relationships.

Skills

Tax preparation

Customer engagement

On-site presence

Bilingual English/Spanish

Education

EA/CPA/attorney license

Tools

TurboTax software

CRM tools

Tax research tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation, provide tax advice, and support customers using TurboTax products, while growing client bases in local communities.

The role emphasizes on-site presence, local marketing support, and building long-term relationships with clients in a dynamic retail environment.