Onsite Tax Pro & Local Community Builder

Intuit

Tustin (CA)

On-site

USD 44,000 - 50,000

Full time

14 days+

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Benefits offered by this job

401(k) Savings Plan
Discounts on Intuit products
E&O Insurance

Job summary

Intuit is seeking TurboTax Retail Experts to assist customers at a TurboTax Retail or Flagship location. This on-site role combines tax expertise with community engagement to help customers navigate their tax needs.

You will prepare taxes, provide tax advice, grow the local client base, and deliver a best-in-class customer experience while representing TurboTax in the community. Hours include weekends; the position is non-exempt and requires wearing a TurboTax uniform and working in a

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN to file taxes.
  • State licenses/certificates permits or bonds as needed.
  • Minimum 3 years of paid 1040 tax returns experience with professional software.
  • Familiarity with Circular 230.
  • Onsite work at TurboTax locations, Sundays‑Saturdays, 20+ hours per week.
  • Willing to wear a TurboTax uniform and work in front-facing retail.

Responsibilities

  • Be a proactive community ambassador representing TurboTax locally.
  • Engage with new prospects, nurture leads, convert prospects to clients.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Deliver accurate tax solutions using government resources and team expertise.

Skills

Tax expertise
Customer service
On-site presence
Community outreach
Spanish bilingual
PTIN knowledge

Education

EA/CPA/Attorney license

Tools

TurboTax software
CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to assist customers at a TurboTax Retail or Flagship location. This on-site role combines tax expertise with community engagement to help customers navigate their tax needs.

You will prepare taxes, provide tax advice, grow the local client base, and deliver a best-in-class customer experience while representing TurboTax in the community. Hours include weekends; the position is non-exempt and requires wearing a TurboTax uniform and working in a

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