Retail Tax Expert & Local Community Advisor (Onsite)

Intuit, Inc.; Rockwall (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products and free

Marketing support and growth network

Job summary

Intuit, Inc. is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to customers in person, while growing the local client base and fostering customer loyalty. The role emphasizes community engagement, in-person consultations, and collaboration with marketing and financial experts to deliver accurate, personalized tax solutions and

Qualifications

• Active EA, CPA, or attorney license required.
• PTIN required by law to file taxes.
• 3+ years of paid tax return filing experience (1040) per tax season.
• Familiarity with Circular 230.
• Must reside in the United States.
• Onsite availability 20+ hours per week, weekends may be required.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide hands-on tax return preparation and tax advice for TurboTax customers.
• Grow TurboTax client base and build relationships in local community.
• Represent TurboTax locally and support marketing efforts.
• Assist customers in-person using TurboTax products.
• Utilize government sites and professional tools for accurate tax solutions.

Skills

EA/CPA/Attorney license

PTIN holder

State licenses

3+ years tax prep

Circular 230 familiarity

Bilingual English/Spanish

Tools

Professional tax software

CRM tools

Job description

Intuit, Inc. is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to customers in person, while growing the local client base and fostering customer loyalty. The role emphasizes community engagement, in-person consultations, and collaboration with marketing and financial experts to deliver accurate, personalized tax solutions and