Retail Tax Expert & Community Advocate

Jobtome; Fullerton (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Ongoing collaboration opportunities

Marketing support

Job summary

Intuit is seeking TurboTax Retail Experts to help customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide full service tax return preparation, tax advice, and software support, delivering a trusted advisory experience in a fast-paced retail setting.

This role emphasizes community engagement, client growth, and local marketing partnerships, with a focus on accurate tax solutions and long-term relationships.

Qualifications

• Active, unrestricted EA, CPA, or attorney license required
• Preparer Tax Identification Number (PTIN) required
• State licenses/certificates/bonds may be required
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per season
• Familiarity with Circular 230
• Onsite presence at TurboTax location, 20+ hours/week
• Bilingual English/Spanish a plus
• Experience in holistic tax advisory services
• Willing to wear TurboTax uniform
• Retail front-facing experience preferred

Responsibilities

• Provide hands-on tax preparation and tax advice for TurboTax customers
• Prepare tax returns and offer software/product support
• Grow TurboTax client base through local community outreach
• Deliver excellent customer experiences and build long-term relationships
• Collaborate with TurboTax marketing and partner resources
• Utilize tax resources to deliver accurate, personalized solutions

Job description

Intuit is seeking TurboTax Retail Experts to help customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide full service tax return preparation, tax advice, and software support, delivering a trusted advisory experience in a fast-paced retail setting.

This role emphasizes community engagement, client growth, and local marketing partnerships, with a focus on accurate tax solutions and long-term relationships.