Retail Tax Expert - Local Community Advocate

Intuit, Inc.; Jersey City (NJ); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States.

You will provide on-site tax return preparation, tax advice, and software support while building lasting client relationships in the community. Ideal candidates are active EA/CPA/attorney license holders with at least 3 years of tax filing experience, able to work 20+ hours weekly onsite, and comfortable in a front-facing retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Must have PTIN as required by law to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax software.
• Familiarity with Circular 230.
• Must be willing to work onsite at a TurboTax retail or flagship location, Sundays–Saturdays, for at least 20 hours/week.

Responsibilities

• Be a proactive community ambassador, representing TurboTax locally and engaging with prospects to convert leads into clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Deliver an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Interact with customers in-person using TurboTax tools and support resources, addressing inquiries and tax‑related challenges.

Skills

Tax preparation experience

Customer service

Bilingual (EN/ES)

Education

EA/CPA/attorney license

PTIN

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States.

You will provide on-site tax return preparation, tax advice, and software support while building lasting client relationships in the community. Ideal candidates are active EA/CPA/attorney license holders with at least 3 years of tax filing experience, able to work 20+ hours weekly onsite, and comfortable in a front-facing retail environment.