Retail Tax Expert & Local Community Advocate

NOBEL Women; Moreno Valley (CA); On-site; USD 44,000 - 50,000; Part time

Benefits offered by this job

401(k) plan

ESPP (Employee Stock Purchase)

Product discounts

Marketing support

Job summary

Intuit is seeking motivated professionals to join our team as TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide in-person tax return preparation and tax advice, helping customers navigate complex tax situations with clear explanations.

This non-exempt, on-site role emphasizes community engagement, local outreach, and building lasting client relationships, with access to TurboTax marketing support and company benefits.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• Must possess or be able to obtain any 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 preparation software.
• Familiarity with Circular 230
• Must be willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a proactive community ambassador
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals.
• Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit's state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

EA CPA or attorney license

PTIN

Tax preparation

Onsite availability

Bilingual EN/ES

CRM/Sales tools

Tools

Tax prep software

CRM tools

Job description

Intuit is seeking motivated professionals to join our team as TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide in-person tax return preparation and tax advice, helping customers navigate complex tax situations with clear explanations.

This non-exempt, on-site role emphasizes community engagement, local outreach, and building lasting client relationships, with access to TurboTax marketing support and company benefits.