Onsite Tax Pro & Local Growth Advocate

Intuit, Inc.; Torrance (CA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in California. You will perform full-service tax preparation, provide tax advice, and support customers with TurboTax products in a friendly, community-focused setting.

This non-exempt, front-facing role requires at least 3 years of tax filing experience, active PTIN, and readiness to work 20+ hours per week at a retail site. Uniforms and local marketing support are provided.

Qualifications

• Active, unrestricted EA, CPA, or attorney license is preferred.
• PTIN active 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 30+ federal/state 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Willing to work onsite at a TurboTax retail or flagship location, 20+ hours/week.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

• Be a proactive community ambassador for TurboTax locally, engaging prospects and converting them into clients.
• Provide hands-on tax advice and complete tax preparation services for TurboTax customers, handling simple to complex situations.
• Deliver an exceptional customer experience and build long-term relationships, both in person and via TurboTax tools.

Skills

Tax expertise

Customer service

Onsite presence

Bilingual English/Spanish

Communication skills

Business ownership mindset

Education

EA/CPA/attorney license

Tools

Professional tax software

CRM/sales tools

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in California. You will perform full-service tax preparation, provide tax advice, and support customers with TurboTax products in a friendly, community-focused setting.

This non-exempt, front-facing role requires at least 3 years of tax filing experience, active PTIN, and readiness to work 20+ hours per week at a retail site. Uniforms and local marketing support are provided.