Retail Tax Advisor & Community Advocate

Intuit; Alhambra (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts on TurboTax

Job summary

Intuit seeks dedicated TurboTax Retail Experts to work on-site at TurboTax locations nationwide. You will provide hands-on tax preparation, advice, and software support, while building a loyal local client base and participating in community engagement activities.

The role emphasizes proactive outreach, in-person customer service, and the ability to translate tax concepts into clear guidance for clients. A license (EA/CPA/attorney) and PTIN are required, with active on-site availability and a

Qualifications

• Active, unrestricted EA/CPA/attorney license with tax preparation experience.
• PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software.
• Must be onsite at a TurboTax location, 20+ hours/week, Sundays-Saturdays.

Responsibilities

• Provide hands-on tax preparation and advice at retail locations.
• Grow TurboTax client base through local community outreach and marketing support.
• Deliver best-in-class customer experience and tax guidance.
• Assist customers with complex tax situations and software support.

Skills

Tax knowledge

Customer service

Communication skills

Entrepreneurial mindset

Bilingual EN/ES

Sales & marketing

Education

EA/CPA/Attorney license

Tools

Professional tax software

CRM software

Job description

Intuit seeks dedicated TurboTax Retail Experts to work on-site at TurboTax locations nationwide. You will provide hands-on tax preparation, advice, and software support, while building a loyal local client base and participating in community engagement activities.

The role emphasizes proactive outreach, in-person customer service, and the ability to translate tax concepts into clear guidance for clients. A license (EA/CPA/attorney) and PTIN are required, with active on-site availability and a