Onsite Tax Pro – Retail & Community Advocate

Intuit, Inc.; Deerfield (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts incl. TurboTax

Marketing support opportunities

Job summary

Intuit, Inc. is seeking on-site TurboTax Retail Experts to assist customers with tax preparation, advice, and software support at TurboTax Retail or Flagship locations across the United States.

You’ll provide hands-on tax services, maximize refunds, and connect with the community to grow the client base. Ideal candidates hold an active EA/CPA license, have at least 3 years of tax return experience, and are comfortable working at a retail environment, including weekends.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per tax season using professional tax software.
• Must be onsite at a TurboTax location, 20+ hours per week, Sunday–Saturday.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax customers, handling simple to complex tax scenarios.
• Lead discovery sessions, tax reviews, and planning to maximize refunds and minimize liabilities.
• Grow the local TurboTax client base through community engagement and marketing partnerships.

Skills

EA/CPA/license

PTIN holder

onsite retail experience

bilingual (English/Spanish)

tax prep expertise

Education

Tax professional certification (EA/CPA)

Tools

Tax prep software

CRM tools

Job description

Intuit, Inc. is seeking on-site TurboTax Retail Experts to assist customers with tax preparation, advice, and software support at TurboTax Retail or Flagship locations across the United States.

You’ll provide hands-on tax services, maximize refunds, and connect with the community to grow the client base. Ideal candidates hold an active EA/CPA license, have at least 3 years of tax return experience, and are comfortable working at a retail environment, including weekends.