Retail Tax Expert & Local Community Advisor

Intuit, Inc.; Villa Park (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Product discounts

Job summary

Intuit, Inc. is hiring TurboTax - Retail Experts to serve customers at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and software support in person, while growing the local client base and fostering community engagement.

The role requires on-site work at a TurboTax location, with a strong emphasis on customer service, compliance, and leveraging marketing support to build a thriving local practice.

Qualifications

• Active professional license (EA/CPA/Attorney) with strong tax preparation expertise.
• Must have PTIN and be eligible to file taxes.
• Willingness to work onsite in TurboTax Retail/Flagship locations.
• Experience handling complex individual tax returns and advisory services.

Responsibilities

• Provide hands-on tax advice and complete tax return preparation for TurboTax customers.
• Conduct discovery sessions and tax reviews to maximize deductions and refunds.
• Deliver excellent customer experience and build local client relationships in the community.

Skills

Tax preparation experience

EA/CPA/Attorney license

PTIN holder

Onsite work readiness

Bilingual English/Spanish (plus)

Customer service excellence

Education

Active EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is hiring TurboTax - Retail Experts to serve customers at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and software support in person, while growing the local client base and fostering community engagement.

The role requires on-site work at a TurboTax location, with a strong emphasis on customer service, compliance, and leveraging marketing support to build a thriving local practice.