Onsite Tax Pro & Community Builder

Intuit, Inc.; La Mirada (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 copy of TurboTax

Marketing support

Growth opportunities with TurboTax’s网络

Job summary

Intuit, Inc. in the United States is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location, delivering in-person tax preparation and advice.

You will grow the local client base, provide hands-on tax services, and help customers maximize refunds while building trust within the community. The role is non-exempt and requires on-site work at a TurboTax location.

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 related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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

• Be a Proactive Community Ambassador: Represent TurboTax locally, engage with prospects, nurture leads, and convert them into long-term clients.
• Lead and participate in local marketing with TurboTax to make taxes approachable.
• Provide Tax Expertise: Hands-on tax advice, complete preparation for simple to complex tax situations, and tax planning advice.
• Deliver a Best in Class Customer Experience: Build trust, help clients achieve financial goals, interact in-person and via TurboTax tools, and address inquiries.

Job description

Intuit, Inc. in the United States is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location, delivering in-person tax preparation and advice.

You will grow the local client base, provide hands-on tax services, and help customers maximize refunds while building trust within the community. The role is non-exempt and requires on-site work at a TurboTax location.