Retail Tax Advisor & Community Advocate

Intuit

Denton (TX)

On-site

USD 28,000 - 41,000

Full time

2 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on TurboTax products
Free TurboTax copy
Marketing opportunities

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 in-person tax preparation, expert advice, and software support while building local client relationships and community presence.

The role emphasizes customer-focused service, tax knowledge, and the ability to grow TurboTax’s local client base with marketing support and collaborative teamwork.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
  • Active PTIN required 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.
  • Comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging with prospects to convert them into clients.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex tax situations.
  • Deliver exceptional customer experience through professionalism and helping clients achieve financial goals.

Skills

Tax preparation
Customer service
Bilingual (English/Spanish)

Education

Active EA/CPA/Attorney license

Tools

Tax software
CRM tools

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 in-person tax preparation, expert advice, and software support while building local client relationships and community presence.

The role emphasizes customer-focused service, tax knowledge, and the ability to grow TurboTax’s local client base with marketing support and collaborative teamwork.

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