Onsite Tax Pro & Community Advocate

Intuit, Inc.; Hawthorne (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

Free TurboTax copy

Marketing support and network access

Job summary

Intuit, Inc. seeks energetic TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and software support, while growing the local client base and delivering approachable, clear tax guidance.

The role emphasizes community engagement, local marketing collaboration, and a responsive, customer-first experience in a front-facing retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more 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
• Must be willing to work in a front-facing retail environment

Responsibilities

• Represent TurboTax locally and serve as a public face in the community.
• Engage with new prospects and convert them into long-term clients.
• Lead local marketing with TurboTax support.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites and team expertise to deliver accurate tax solutions in everyday language.
• Deliver a best-in-class customer experience with professionalism and genuine interest in helping clients achieve financial goals.
• Help clients build long-term relationships and trust to turn transactions into ongoing loyalty.

Skills

EA/CPA license

Attorney license

PTIN

Tax preparation

Bilingual (Eng/Span)

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks energetic TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and software support, while growing the local client base and delivering approachable, clear tax guidance.

The role emphasizes community engagement, local marketing collaboration, and a responsive, customer-first experience in a front-facing retail setting.