Onsite TurboTax Retail Expert & Community Advocate

Intuit Inc.; Temecula (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Job summary

Intuit Inc. is seeking motivated individuals to join our team as TurboTax Retail Experts in on-site TurboTax Retail or Flagship locations across the United States.

You will serve customers in-person, provide full tax preparation, and deliver personalized tax advice while helping to grow the local client base through community engagement. This non-exempt, on-site role emphasizes tax expertise, customer service, and a passion for empowering customers to achieve financial goals.

Qualifications

• Active, unrestricted EA, CPA, or attorney license required.
• PTIN required to file taxes.
• State licenses/certificates/bonds may be required.

Responsibilities

• Represent TurboTax locally and build community presence.
• Provide hands-on tax advice and complete preparation services.
• Deliver best-in-class customer experience and foster long-term client relationships.
• Grow the local client base through proactive marketing and community engagement.

Skills

Customer service

Communication skills

Bilingual English/Spanish

Entrepreneurial mindset

Team collaboration

Education

EA license

CPA license

Attorney license

PTIN

Tools

Tax preparation software

CRM tools

Job description

Intuit Inc. is seeking motivated individuals to join our team as TurboTax Retail Experts in on-site TurboTax Retail or Flagship locations across the United States.

You will serve customers in-person, provide full tax preparation, and deliver personalized tax advice while helping to grow the local client base through community engagement. This non-exempt, on-site role emphasizes tax expertise, customer service, and a passion for empowering customers to achieve financial goals.