Retail Tax Expert & Community Advisor

Intuit Careers

Rancho Cucamonga (CA)

On-site

USD 45,000 - 50,000

Full time

14 days+
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products (free Tur

Job summary

Intuit Careers seeks TurboTax Retail Experts to serve customers on-site at TurboTax Retail or Flagship locations across the United States, delivering full service tax preparation, advice, and software support in a friendly, community-focused setting.

You’ll grow the client base locally, build long-term relationships, and collaborate with marketing support to empower clients while representing TurboTax in the community.

Qualifications

  • Active unrestricted EA, CPA, or attorney license preferred.
  • PTIN required by law to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 tax returns per tax season with professional software.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax location, Sundays–Saturdays, 20+ hours/week.
  • Willingness to build local/online social presence as a TurboTax Expert, creating content.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond tax filing.
  • Willing to wear a TurboTax uniform.
  • Willing to work in a front-facing retail environment.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex tax situations.
  • Conduct discovery sessions and tax reviews to uncover deductions, minimize liabilities, and plan for the future.
  • Deliver accurate tax solutions using government resources, professional tools, and team expertise.

Skills

EA/CPA/Attorney
PTIN
State licenses
Tax returns 30+
Circular 230
Onsite retail
20 hrs/week
Bilingual EN/ES
Holistic tax advisory
Uniform
Front-facing

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit Careers seeks TurboTax Retail Experts to serve customers on-site at TurboTax Retail or Flagship locations across the United States, delivering full service tax preparation, advice, and software support in a friendly, community-focused setting.

You’ll grow the client base locally, build long-term relationships, and collaborate with marketing support to empower clients while representing TurboTax in the community.

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