Retail Tax Expert & Local Community Advisor

Intuit Inc.; Yorba Linda (CA); On-site; USD 45,000 - 51,000; Part time

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform in-person tax return preparation, provide tax advice, and use TurboTax software to support clients.

You’ll grow the local client base and build lasting relationships within the community. The role emphasizes hands-on tax services, customer engagement, and representing Intuit in local marketing efforts.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software.
• Onsite work at a TurboTax retail or flagship location, including weekends.
• Must reside in the United States and obtain related state licenses if needed.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide in-person tax return preparation and tax advice.
• Grow TurboTax client base within the local community.
• Deliver best-in-class customer experience.
• Engage with prospects and convert to long-term clients.
• Represent TurboTax as a community ambassador.

Skills

Tax preparation

Onsite customer service

Bilingual English/Spanish

Communication skills

Tools

CRM software

Tax preparation software

Job description

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform in-person tax return preparation, provide tax advice, and use TurboTax software to support clients.

You’ll grow the local client base and build lasting relationships within the community. The role emphasizes hands-on tax services, customer engagement, and representing Intuit in local marketing efforts.