Onsite Tax Pro & Community Advocate (Retail Role)

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

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Growth opportunities with TurboTax's网络

Marketing support

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States.

You will provide full-service tax return preparation, tax advice, and software support, helping clients achieve favorable financial outcomes while growing the local client base and delivering exceptional service. The role requires onsite presence, professional credentials (EA/CPA/attorney), and at least 3 years of tax filing experience.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Active PTIN to file taxes.
• Must have or obtain related state licenses or bonds.
• 3+ years preparing 30+ federal/state 1040s per season with professional software.
• Familiarity with Circular 230.
• Willing to work onsite 20+ hours per week, weekends.
• Interest in local/community tax outreach and online presence.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory beyond filing.
• Willing to wear TurboTax uniform and work in front-facing retail.

Responsibilities

• Provide on-site tax prep, advice, and software support for TurboTax customers.
• Conduct discovery sessions to uncover deductions and maximize refunds.
• Grow TurboTax client base through local outreach and marketing support.
• Deliver a best-in-class customer experience in-store.

Skills

Tax prep

Community outreach

Customer service

Bilingual English/Spanish

Education

EA/CPA/Attorney license

Tools

TurboTax software

CRM/Sales tools

Government resources

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States.

You will provide full-service tax return preparation, tax advice, and software support, helping clients achieve favorable financial outcomes while growing the local client base and delivering exceptional service. The role requires onsite presence, professional credentials (EA/CPA/attorney), and at least 3 years of tax filing experience.