Onsite TurboTax Retail Tax Expert & Community Advisor

Intuit, Inc.; Casa Blanca (AZ); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Job summary

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full tax return preparation, tax advice, calculations, and software support to in-person customers, while growing the local client base and delivering exceptional service.

The role requires an active EA/CPA or attorney license, a PTIN, and state licenses as needed, with a minimum of 3 years of experience filing 30+ federal and state 1040

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Active PTIN required by law to file taxes.
• Must possess or be able to obtain 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 software.
• Familiarity with Circular 230.

Responsibilities

• Be a Proactive Community Ambassador: represent TurboTax locally, engage with prospects, and help build client relationships.
• Provide Tax Expertise: give hands-on tax advice and complete preparation services for a range of tax situations.
• Deliver a Best in Class Customer Experience: ensure professional service, build trust, and assist clients with tax planning and questions.

Skills

EA/CPA/attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite retail

Bilingual EN/ES

Job description

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full tax return preparation, tax advice, calculations, and software support to in-person customers, while growing the local client base and delivering exceptional service.

The role requires an active EA/CPA or attorney license, a PTIN, and state licenses as needed, with a minimum of 3 years of experience filing 30+ federal and state 1040