Retail Tax Expert & Community Advocate

Intuit, Inc.

Seal Beach (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 company match
Employee Stock Purchase Plan
Discounts on TurboTax products
Marketing support
Employee Assistance Program

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location, providing in-person tax preparation, tax advice, and software support. You will engage with customers, grow the local client base, and deliver a superior service experience in a community-focused role.

Applicants should have active tax credentials (EA/CPA/attorney), PTIN, and on-site availability. The role emphasizes relationship-building, local marketing involvement, and bilingual

Qualifications

  • Active, unrestricted EA, CPA, or attorney license required.
  • 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/state individual 1040 tax returns per tax season.
  • Familiarity with Circular 230.
  • Must be willing to work onsite at a TurboTax retail/flagship location, Sunday-Saturday, at least 20 hours per week.
  • Interest in building a local and online social presence as a TurboTax Expert.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services beyond tax filing.
  • Must wear a TurboTax uniform.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging with prospects.
  • Provide hands-on tax advice and complete preparation services for customers.
  • Deliver a best-in-class customer experience to help clients reach financial goals.
  • Build long-term relationships and support local marketing efforts.

Skills

EA/CPA/Attorney license
PTIN holder
State licenses
Tax return prep (1040)
Circular 230
Onsite availability 20h/wk
Bilingual EN/ES
Tax advisory
Onsite presence

Tools

Tax software
CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location, providing in-person tax preparation, tax advice, and software support. You will engage with customers, grow the local client base, and deliver a superior service experience in a community-focused role.

Applicants should have active tax credentials (EA/CPA/attorney), PTIN, and on-site availability. The role emphasizes relationship-building, local marketing involvement, and bilingual

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