Retail Tax Expert & Community Ambassador

Intuit, Inc.

Oak Brook (IL)

On-site

USD 43,000 - 48,000

Part time

5 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Free TurboTax copy
Marketing and growth support

Job summary

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

This role focuses on delivering hands-on tax preparation, expert advice, and a high-quality customer experience while growing the local client base. The position is on-site in the United States, non-exempt, and requires a commitment of 20+ hours per week, including weekends.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license required.
  • PTIN required by law to file taxes.
  • Must have 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.
  • Willing to work onsite 20+ hours/week, including Sundays, at a TurboTax retail location.

Responsibilities

  • Be a Proactive Community Ambassador locally, engaging with prospects and converting them into long-term clients.
  • Provide hands-on tax advice and complete tax return preparation for TurboTax customers across personal and business tax scenarios.
  • Deliver excellent customer experience through professionalism and genuine interest in helping clients achieve financial goals.
  • Interact with customers in-person and via Intuit video tools, addressing tax-related questions and challenges.
  • Support local marketing efforts and build a local client base with TurboTax resources.

Skills

Tax preparation experience
Bilingual English/Spanish
Onsite retail experience
Circular 230 familiarity

Education

Active EA/CPA/attorney license
PTIN required by law to file taxes

Tools

CRM/sales tools

Job description

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

This role focuses on delivering hands-on tax preparation, expert advice, and a high-quality customer experience while growing the local client base. The position is on-site in the United States, non-exempt, and requires a commitment of 20+ hours per week, including weekends.

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