Onsite TurboTax Retail Expert & Community Advocate

Jobtome

Buena Park (CA)

On-site

USD 45,000 - 50,000

Full time

14 days+

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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Free copy of TurboTax
Marketing support opportunities

Job summary

Intuit is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide. You will prepare tax returns, advise clients, and help grow the local client base while delivering friendly, accessible service in a front-facing setting.

This role blends tax knowledge with community engagement and ongoing client relationships. You will be part of a team supporting customers with tax planning, deductions, and personalized guidance, using TurboTax tools and CRM resources

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law.
  • Active PTIN required to file taxes.
  • Must possess or obtain related state licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per tax season with professional software.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax location, 20+ hours/week, Sundays to Saturdays.
  • Interest in building local and online presence as a TurboTax Expert, creating tax content.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services beyond filing.
  • Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

  • Be a Proactive Community Ambassador- Represent TurboTax locally as a public face.
  • Engage new prospects, nurture leads, convert to long-term clients.
  • Lead local marketing efforts with TurboTax support to grow the client base.
  • Provide Tax Expertise- complete preparation, advice, and support for TurboTax customers.
  • Conduct discovery sessions and tax reviews to uncover deductions and plan ahead.
  • Use government sites and tools to deliver accurate tax solutions in plain language.
  • Deliver a Best in Class Customer Experience through professionalism and empathy.
  • Build trust and develop long-term relationships with clients.
  • Interact in-person and via TurboTax video tools; address inquiries and challenges.

Job description

Intuit is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide. You will prepare tax returns, advise clients, and help grow the local client base while delivering friendly, accessible service in a front-facing setting.

This role blends tax knowledge with community engagement and ongoing client relationships. You will be part of a team supporting customers with tax planning, deductions, and personalized guidance, using TurboTax tools and CRM resources

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