Retail Tax Advisor & Community Ambassador

Intuit, Inc.; Gardena (CA); On-site; USD 45,000 - 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

Product discounts on Intuit

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, expert tax advice, and software support to in-person customers, helping them maximize refunds while building local trust and community relationships. You will grow TurboTax’s client base by engaging with the community, leveraging marketing support, and maintaining a high standard of customer service in a front-facing retail

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• 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. Operating hours are subject to change and will likely scale up during peak demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front‑facing retail environment

Responsibilities

• Give hands‑on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long‑term trust and loyalty; interact with customers in person and through Intuit’s video tools.

Skills

EA license

CPA license

Attorney license

PTIN

Onsite work

Bilingual (EN/ES)

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, expert tax advice, and software support to in-person customers, helping them maximize refunds while building local trust and community relationships. You will grow TurboTax’s client base by engaging with the community, leveraging marketing support, and maintaining a high standard of customer service in a front-facing retail