Retail Tax Advisor & Community Builder

Intuit, Inc.; Bellevue (WA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Product discounts (TurboTax)

Job summary

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

You will serve as a trusted advisor, perform full-service tax return preparation, provide tax advice, and help grow the local TurboTax client base while delivering exceptional in-person service. The role requires active tax credentials (EA/CPA/attorney) and state licensure where applicable, plus 20+ hours per week onsite.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• PTIN required by law to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per tax season.
• Familiarity with Circular 230.
• Willing to work onsite at a TurboTax location, Sunday–Saturday, for a minimum of 20 hours per week.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.
• Bilingual English/Spanish is a plus.

Responsibilities

• Represent TurboTax locally; engage with prospects and convert them into clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Assist with tax planning, deductions, amendments, and reviews; use available resources for accurate solutions.
• Deliver a best-in-class customer experience in-person and via TurboTax video tools.

Skills

Tax expertise

Bilingual English/Spanish

Client advisory

Strong communication

CRM/sales tools

Education

EA/CPA license

Attorney license

Tools

Professional tax software

CRM tools

Job description

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

You will serve as a trusted advisor, perform full-service tax return preparation, provide tax advice, and help grow the local TurboTax client base while delivering exceptional in-person service. The role requires active tax credentials (EA/CPA/attorney) and state licensure where applicable, plus 20+ hours per week onsite.