Retail Tax Expert & Community Advocate

Intuit, Inc.; Coppell (TX); On-site; USD 32,000 - 48,000; Part time

Benefits offered by this job

401(k) Matching

Employee Stock Purchase Plan

Discounts on Intuit products including

Marketing support

Job summary

Intuit, Inc. seeks on-site TurboTax Retail Experts to prepare taxes in person at TurboTax Retail or Flagship locations across the United States.

You will deliver hands-on tax preparation, advice, and software support while building a local client base and long-term relationships with customers in the community. The role emphasizes engaging with prospects, providing clear tax guidance, and offering a best-in-class customer experience in a front-facing retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Active PTIN to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Give 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 tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Skills

Customer service

Communication

Multitasking

Fast-paced environment

Education

EA license

CPA license

Attorney license

Tools

CRM software

Job description

Intuit, Inc. seeks on-site TurboTax Retail Experts to prepare taxes in person at TurboTax Retail or Flagship locations across the United States.

You will deliver hands-on tax preparation, advice, and software support while building a local client base and long-term relationships with customers in the community. The role emphasizes engaging with prospects, providing clear tax guidance, and offering a best-in-class customer experience in a front-facing retail setting.