Onsite TurboTax Retail Expert, Community Advisor

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

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts (TurboTax)

Free TurboTax copy

Marketing collaboration opportunities

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 hands-on tax preparation, tax advice, and software support, serving as a trusted advisor to help customers navigate their tax needs with professionalism and empathy. You will contribute to growing TurboTax’s client base in the local community, leveraging marketing support and software tools to build lasting client relationships and provide a

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Active PTIN required to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 tax returns per tax season.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail/flagship location, 20+ hours/week.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front-facing retail environment.

Responsibilities

• Provide on-site tax return preparation and tax advice for TurboTax customers.
• Perform simple to complex tax calculations and guidance.
• Meet with customers to understand their tax situation and plan.
• Grow the local client base and foster long-term relationships.
• Participate in local marketing efforts and community outreach.
• Use TurboTax tools and CRM to deliver personalized service.
• Assist customers in-store and via video tools as needed.

Skills

EA/CPA/Attorney license

PTIN active

State licenses

3+ years 1040 returns

Circular 230 familiarity

On-site retail work

Bilingual English/Spanish a plus

Holistic tax advisory

Uniform required

Front-facing retail environment

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 hands-on tax preparation, tax advice, and software support, serving as a trusted advisor to help customers navigate their tax needs with professionalism and empathy. You will contribute to growing TurboTax’s client base in the local community, leveraging marketing support and software tools to build lasting client relationships and provide a