Retail Tax Advisor - Onsite & Community Builder

Intuit Inc.

Huntington Beach (CA)

On-site

USD 93,126,000 - 103,155,000

Full time

14 days+
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Benefits offered by this job

401(k) Savings Plan
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products
Free copy of TurboTax

Job summary

Intuit Inc. invites you to join as a TurboTax Retail Expert at a TurboTax Retail or Flagship location in the United States. You will work on-site with a team of tax professionals delivering full-service return preparation, tax advice, and software support to customers in person.

The role emphasizes building a local client base, delivering an exceptional customer experience, and engaging with the community through marketing activities. A professional appearance and uniform are required.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
  • Must have or be able to obtain PTIN as required by law.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 returns per season using professional software.
  • Comfortable working onsite at TurboTax location, Sunday through Saturday, for at least 20 hours/week.
  • Must reside within the United States.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging with prospects.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Deliver best-in-class customer experience and build long-term client relationships.
  • Grow the local client base with marketing support and community outreach.

Skills

Tax preparation
Customer service
Community outreach
Sales outreach
Onsite work
Bilingual English/Spanish

Education

EA/CPA/Attorney license
PTIN holder

Tools

Tax preparation software
CRM software

Job description

Intuit Inc. invites you to join as a TurboTax Retail Expert at a TurboTax Retail or Flagship location in the United States. You will work on-site with a team of tax professionals delivering full-service return preparation, tax advice, and software support to customers in person.

The role emphasizes building a local client base, delivering an exceptional customer experience, and engaging with the community through marketing activities. A professional appearance and uniform are required.

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