Retail Tax Expert & Community Advocate

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

Benefits offered by this job

401(k) match

Paid sick leave

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts

Marketing support

Job summary

Intuit is seeking TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, connecting with them to grow your local client base.

This non-exempt role requires 20+ hours per week, weekend availability, and wearing a TurboTax uniform. You must hold an active EA/CPA/attorney license or PTIN and be comfortable serving as a trusted advisor in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience preferred.
• Active PTIN required to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per season using professional tax software.
• Familiarity with Circular 230.
• Comfortable working onsite at a TurboTax location, Sunday–Saturday, for at least 20 hours/week.
• Interest in building a local and online social presence as a TurboTax Expert.
• Experience in holistic tax advisory services beyond tax filing.
• Willingness to wear a TurboTax uniform and work in a front-facing retail environment.

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 and maximize refunds.
• Grow TurboTax client base within the local community and establish long-term relationships.
• Interact with customers in-person and via Intuit video tools; deliver accurate tax solutions in plain language.
• Deliver a best-in-class customer experience with professionalism and empathy.

Job description

Intuit is seeking TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, connecting with them to grow your local client base.

This non-exempt role requires 20+ hours per week, weekend availability, and wearing a TurboTax uniform. You must hold an active EA/CPA/attorney license or PTIN and be comfortable serving as a trusted advisor in a