Onsite TurboTax Retail Expert & Community Tax Advisor

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

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discounts

Marketing support for growth

Job summary

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building long-term client relationships and growing local market presence.

The role emphasizes community engagement, a proactive sales mindset, and collaboration with TurboTax marketing and product resources.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more 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
• Interset in building a local and online social presence as a TurboTax Expert
• Must reside within the United States

Responsibilities

• Be a Proactive Community Ambassador locally, engaging with prospects and converting them into long-term clients
• Provide hands-on tax advice and complete preparation services for TurboTax customers across simple to complex tax situations
• Deliver an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals
• Interact with customers in-person and via Intuit’s video tools and expand the local client base

Skills

Tax preparation experience

Circular 230 knowledge

Onsite retail environment experience

Front facing customer service

Spanish bilingual

Education

Enrolled Agent license (EA)

CPA license

Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building long-term client relationships and growing local market presence.

The role emphasizes community engagement, a proactive sales mindset, and collaboration with TurboTax marketing and product resources.