Onsite Tax Pro & Retail Expert for Local Growth

Intuit, Inc.; Oak Park (IL); On-site; USD 43,000 - 47,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTaxdiscount

Marketing support

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to serve customers on-site at retail or flagship locations across the United States. You will provide in-person tax preparation, tax advice, and software support to help clients maximize refunds and plan future filings.

The role emphasizes local community engagement, client acquisition, and building long-term relationships while delivering a positive customer experience. A strong tax background and comfort with front-facing retail roles are required.

Qualifications

• Active, unrestricted license in taxation or law preferred.
• PTIN required to file taxes; state licenses may be required.
• Minimum 3 years of paid tax return prep (30+ federal/state 1040s).
• Familiarity with Circular 230 and tax law concepts.

Responsibilities

• Be a proactive community ambassador and grow local TurboTax presence.
• Provide hands-on tax advice and complete tax returns for clients.
• Deliver best-in-class customer experience and build long-term relationships.

Skills

Excellent customer service

Bilingual English/Spanish

Strong communication

Community outreach

Content creation

Education

EA/CPA/Attorney license

PTIN

State licenses/certificates

3+ years tax return preparation (30+ 1040s/season)

Circular 230 knowledge

Tools

TurboTax software

CRM systems

Professional tax software

Job description

Intuit, Inc. seeks TurboTax Retail Experts to serve customers on-site at retail or flagship locations across the United States. You will provide in-person tax preparation, tax advice, and software support to help clients maximize refunds and plan future filings.

The role emphasizes local community engagement, client acquisition, and building long-term relationships while delivering a positive customer experience. A strong tax background and comfort with front-facing retail roles are required.