Onsite TurboTax Retail Expert & Community Advocate

Intuit; Irvine (CA); On-site; USD 68,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Free TurboTax copy

Employee Stock Purchase Plan

Employee Assistance Program

Job summary

Intuit is seeking motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to customers in-person, helping them navigate complex tax situations while building local client networks.

The role emphasizes community outreach, client retention, and leveraging marketing support to grow your local TurboTax business.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Must possess an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any 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.
• 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.
• 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.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Be a proactive community ambassador.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• 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.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals.
• Connect with people to build long-term trust that turns transactions into loyal, multi-year relationships.
• Interact with customers both in-person and through Intuit’s video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Communication

Education

EA/CPA/Attorney license

PTIN holder

Tools

CRM/sales tools

Tax software

Job description

Intuit is seeking motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to customers in-person, helping them navigate complex tax situations while building local client networks.

The role emphasizes community outreach, client retention, and leveraging marketing support to grow your local TurboTax business.