Onsite TurboTax Retail Advisor & Community Growth Expert

Intuit Inc.

Arlington Heights (IL)

On-site

USD 43,000 - 47,000

Part time

14 days+
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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
Discounts on Intuit products (TurboTax
Uniform provided

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will deliver in-person tax preparation, tax advice, and software support while building strong client relationships.

You will engage with the local community, grow the TurboTax client base, and provide approachable tax guidance in everyday language. This is a non-exempt, on-site role with opportunities to contribute to marketing efforts and customer loyalty.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230.
  • Willingness to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging with prospects.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Deliver exceptional customer experiences and help clients achieve financial goals through personalized tax guidance.

Skills

Excellent communication
Tax advisory mindset
Customer service orientation
Bilingual English/Spanish
On-site retail experience

Education

EA/CPA/Attorneys license

Tools

Tax preparation software
CRM/Sales tools

Job description

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will deliver in-person tax preparation, tax advice, and software support while building strong client relationships.

You will engage with the local community, grow the TurboTax client base, and provide approachable tax guidance in everyday language. This is a non-exempt, on-site role with opportunities to contribute to marketing efforts and customer loyalty.

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