Retail Tax Expert & Community Advocate

Intuit, Inc.

Arcadia (CA)

On-site

USD 45,000 - 50,000

Full time

6 days ago
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Benefits offered by this job

401(k) with match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products and free税

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support, while engaging with the local community to expand the customer base and build lasting relationships. This non-exempt, on-site role emphasizes customer service, tax expertise, and a willingness to grow a local presence through events and outreach, with access to TurboTax resources

Qualifications

  • Active EA/CPA or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
  • Must hold or be able to obtain PTIN to file taxes.
  • Must be comfortable working onsite a TurboTax location Sunday through Saturday with at least 20 hours per week.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide tax planning advice.
  • Deliver exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.

Skills

EA/CPA/attorney license
PTIN
Onsite 20 hrs/wk
Bilingual English/Spanish
3+ years 1040 tax returns
Circular 230
Retail front‑facing experience
Tax software proficiency

Education

Active CPA/EA license
Tax preparer certification
State licenses/certificates

Tools

CRM tools
Tax preparation software

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and software support, while engaging with the local community to expand the customer base and build lasting relationships. This non-exempt, on-site role emphasizes customer service, tax expertise, and a willingness to grow a local presence through events and outreach, with access to TurboTax resources

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