Onsite Tax Pro & Local Community Advocate

Intuit, Inc.

Lisle (IL)

On-site

USD 43,000 - 48,000

Full time

13 days ago

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit is seeking year‑round TurboTax Retail Experts to join on‑site teams at TurboTax Retail or Flagship locations across the United States. As a trusted advisor, you will provide full‑service tax return preparation, tax advice, and software support to customers in-person while building your local client base and contributing to community outreach.

The role requires an active EA/CPA/attorney license (or eligible), at least 3 years preparing 1040s, and must be able to work on-site 20 hours per

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience
  • PTIN active as required by law to file taxes
  • Must possess or obtain related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season using professional tax software
  • Familiarity with Circular 230

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, from simple to complex tax situations
  • Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds
  • Deliver accurate tax solutions in everyday language using government resources and professional tools
  • Create an exceptional customer experience and build long-term client relationships
  • Interact with customers in-person and via Intuit video tools
  • Address client inquiries and help them overcome tax-related challenges

Skills

EA/CPA/Attorney
PTIN
State licenses
Tax returns 30+
Circular 230
On-site 20h/wk
Bilingual EN/ES
Tax advisory
Uniform required
Retail environment

Job description

Intuit is seeking year‑round TurboTax Retail Experts to join on‑site teams at TurboTax Retail or Flagship locations across the United States. As a trusted advisor, you will provide full‑service tax return preparation, tax advice, and software support to customers in-person while building your local client base and contributing to community outreach.

The role requires an active EA/CPA/attorney license (or eligible), at least 3 years preparing 1040s, and must be able to work on-site 20 hours per

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