Retail Tax Expert & Community Advisor

Intuit Careers; Rancho Cucamonga (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 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.