Retail Tax Expert & Community Advisor (Onsite)

Intuit Inc.

Burbank (CA)

On-site

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

Part time

14 days+
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance

Job summary

Intuit Inc. is seeking motivated individuals to join our TurboTax Retail team as a Retail Expert. This on-site role involves providing full-service tax preparation, tax advice, and software support at TurboTax Retail or Flagship locations across the United States.

You will engage with customers in-person, grow the local client base, and leverage TurboTax tools to deliver accurate tax solutions while building long-term relationships in the community.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Must possess or be able to obtain PTIN to file taxes.
  • Minimum of 3 years of paid experience filing 1040 returns per tax season using professional tax software.
  • Familiarity with Circular 230 and working onsite at a TurboTax location.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and growing client base.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers, including complex tax situations.
  • Deliver exceptional customer experience, build trust, and foster long-term relationships with clients.

Skills

Tax preparation
Customer service
Bilingual English/Spanish
Sales skills
Onsite retail experience

Education

EA/CPA/Attorney license

Tools

Tax preparation software
CRM/Sales tools

Job description

Intuit Inc. is seeking motivated individuals to join our TurboTax Retail team as a Retail Expert. This on-site role involves providing full-service tax preparation, tax advice, and software support at TurboTax Retail or Flagship locations across the United States.

You will engage with customers in-person, grow the local client base, and leverage TurboTax tools to deliver accurate tax solutions while building long-term relationships in the community.

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