Onsite TurboTax Retail Expert & Community Advisor

Intuit Careers

Garland (TX)

On-site

USD 42,000 - 65,000

Part time

4 days ago
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Benefits offered by this job

401(k) Matching
Product discounts (TurboTax)

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while building a local client base.

The role emphasizes community engagement, marketing collaboration, and delivering a best-in-class customer experience in a front-facing retail setting. A valid tax professional license and PTIN are required, with on-site availability across a

Qualifications

  • Active, unrestricted EA, CPA, or attorney license required.
  • Must hold PTIN to file taxes.
  • 3+ years of paid experience filing 30+ federal and state returns.
  • Familiarity with Circular 230.
  • Must be onsite Sunday–Saturday, 20+ hours/week.
  • Bilingual English/Spanish is a plus.
  • Willing to wear a TurboTax uniform.

Responsibilities

  • Provide hands-on tax advice and complete tax return preparation for TurboTax customers, handling simple to complex tax situations.
  • Conduct discovery sessions and tax reviews to optimize deductions and refunds and offer future planning advice.
  • Deliver an exceptional customer experience with professionalism and a client-focused mindset.
  • Grow TurboTax client base in the local community and participate in local marketing with TurboTax support.

Skills

Tax preparation
PTIN holder
Tax licenses
Circular 230 knowledge
Onsite retail
Bilingual (English/Spanish)
CRM/sales tools
Customer service

Tools

Tax software
CRM tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while building a local client base.

The role emphasizes community engagement, marketing collaboration, and delivering a best-in-class customer experience in a front-facing retail setting. A valid tax professional license and PTIN are required, with on-site availability across a

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