Onsite Tax Pro & Community Growth Specialist

Intuit, Inc.

Alhambra (CA)

On-site

USD 45,000 - 50,000

Full time

4 days ago
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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 (free Tur

Job summary

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support to customers in-person, while building local relationships and contributing to community outreach. The role emphasizes tax expertise, customer-service excellence, and the ability to grow the local client base with support from TurboTax marketing.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license required.
  • Minimum of 3 years of paid experience filing 1040 tax returns using professional software.
  • Willingness to work onsite at a TurboTax location, Sunday through Saturday, for at least 20 hours per week.

Responsibilities

  • Provide hands-on tax preparation and tax advice for TurboTax customers, handling simple to complex tax situations.
  • Conduct discovery sessions and tax reviews to maximize deductions and refunds and offer future tax planning guidance.
  • Deliver an exceptional in-person customer experience and help grow TurboTax’s local client base.

Skills

Tax preparation experience
PTIN familiarity
Bilingual English/Spanish
Onsite client engagement

Education

Active EA/CPA/Attorney license

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support to customers in-person, while building local relationships and contributing to community outreach. The role emphasizes tax expertise, customer-service excellence, and the ability to grow the local client base with support from TurboTax marketing.

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