Retail Tax Expert & Community Advocate

Jobtome; Temple City (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

O&E Insurance provided by Intuit

Discounts on Intuit products including

Free copy of TurboTax

Marketing opportunities with TurboTax

Job summary

Intuit is seeking 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 to customers in a local retail environment.

The role emphasizes growing the client base locally, building long-term relationships, and delivering a best-in-class customer experience while representing TurboTax in the community.

Qualifications

• Active, unrestricted EA, CPA, or attorney license required.
• PTIN active per law to file taxes.
• State licenses, certificates, permits, or bonds may be required.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex tax situations.
• Conduct discovery sessions and tax reviews to uncover deductions and optimize refunds.
• Engage with local prospects and nurture leads to build a client base.
• Deliver excellent customer experience and build long-term relationships.
• Interact with customers in-person using TurboTax tools and services.
• Comply with Intuit policies and maintain professional standards.

Skills

EA/CPA/Attorney license

PTIN

State licenses

Tax returns experience

Circular 230

Onsite work

20 hours/week

Bilingual EN/ES

Holistic tax advisory

CRM/sales tools

Job description

Intuit is seeking 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 to customers in a local retail environment.

The role emphasizes growing the client base locally, building long-term relationships, and delivering a best-in-class customer experience while representing TurboTax in the community.