Onsite Tax Pro & Community Advocate

Intuit, Inc.; Lisle (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan with matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Product discounts (TurboTax)

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide hands-on tax preparation, tax advice, and software support, while growing the local client base and delivering an outstanding customer experience.

The role requires active tax credentials (EA/CPA/Attorney) and PTIN, with a minimum 20 hours/week on-site. Bilingual English/Spanish is a plus, and uniform and front-facing retail presence are

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Active PTIN required to file taxes.
• Must be able to obtain related state licenses or bonds.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per season.
• Familiarity with Circular 230 and professional tax prep software.

Responsibilities

• Provide hands-on tax advice and complete returns for TurboTax customers, from simple to complex scenarios.
• Conduct discovery sessions and tax reviews to maximize refunds and plan future taxes.
• Represent TurboTax at local events, build the client base, and foster loyalty.
• Deliver exceptional service using TurboTax tools and CRM to manage relationships.
• Work onsite 20+ hours per week, including weekends as needed.

Skills

Tax preparation experience

PTIN holder

State licenses knowledge

On-site retail experience

Bilingual (English/Spanish)

CRM/Sales tools

Ability to explain complex tax topics

Education

EA or CPA or Attorney license

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide hands-on tax preparation, tax advice, and software support, while growing the local client base and delivering an outstanding customer experience.

The role requires active tax credentials (EA/CPA/Attorney) and PTIN, with a minimum 20 hours/week on-site. Bilingual English/Spanish is a plus, and uniform and front-facing retail presence are