Onsite TurboTax Expert & Community Advocate

Intuit, Inc.; Newport Beach (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

EBO Insurance by Intuit

Employee Assistance Program

Discounts on Intuit products including

free TurboTax copy

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States, providing in‑person tax preparation and advisory services to customers.

You will build local relationships and drive client loyalty while leveraging marketing support. This non-exempt, onsite role requires a valid EA/CPA/attorney license (PTIN) and a commitment to 20+ hours per week, including weekends.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN 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 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform and work in a front facing retail environment.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Grow TurboTax client base through local community outreach and marketing efforts, establishing long‑term relationships.
• Deliver a best-in-class customer experience through professionalism and a client-focused mindset.

Skills

Customer service

Communication

Bilingual EN/ES

Sales experience

Public speaking

Education

EA license

CPA license

Attorney license

PTIN holder

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States, providing in‑person tax preparation and advisory services to customers.

You will build local relationships and drive client loyalty while leveraging marketing support. This non-exempt, onsite role requires a valid EA/CPA/attorney license (PTIN) and a commitment to 20+ hours per week, including weekends.