Retail Tax Expert & Community Advisor

SonicJobs; Wylie (TX); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Disounts on Intuit products

Marketing support

Video communication tools

Job summary

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve clients in person, provide full tax preparation, tax advice, and software support, and help grow TurboTax's local client base with community engagement.

As a TurboTax - Retail Expert, you will be a trusted advisor, leveraging marketing support and TurboTax tools to deliver accurate tax solutions and build lasting relationships with clients and the

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.

Responsibilities

• Be a proactive community ambassador for TurboTax, engaging with local prospects and turning leads into long‑term clients.
• Provide hands-on tax advice and complete tax preparation for TurboTax customers, including complex situations.
• Deliver an exceptional customer experience through professionalism and genuine interest in clients' financial goals.

Skills

Tax expertise

Customer service

Community outreach

Education

EA/CPA/Attorney license

PTIN

Job description

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve clients in person, provide full tax preparation, tax advice, and software support, and help grow TurboTax's local client base with community engagement.

As a TurboTax - Retail Expert, you will be a trusted advisor, leveraging marketing support and TurboTax tools to deliver accurate tax solutions and build lasting relationships with clients and the