Retail Tax Pro & Community Advisor

Intuit

Carson (CA)

On-site

USD 68,000 - 75,000

Full time

11 days ago

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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on TurboTax products

Job summary

Intuit is seeking motivated individuals to join our team as year-round TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. This role blends tax expertise, community engagement, and customer service to help clients navigate their tax needs in person.

You will work onsite, provide full service tax return preparation and advice, and build lasting relationships with local clients while supporting Intuit's mission to empower prosperity.

Qualifications

  • Active, unrestricted tax professional licenses (EA/CPA/attorney) with strong tax preparation experience preferred.
  • Must have or be able to obtain PTIN as required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state returns per season using professional tax software.

Responsibilities

  • Provide hands-on tax advice and full preparation services for TurboTax customers, handling simple to complex tax situations.
  • Conduct discovery sessions and reviews to uncover deductions and plan future taxes.
  • Deliver accurate tax solutions using government or professional tools and team expertise.

Skills

Tax preparation experience
PTIN credential
State licenses
3+ years returns filing
Circular 230 familiarity
Onsite retail experience
Bilingual English/Spanish
Holistic tax advisory
Front-facing retail
Uniform compliance

Education

EA certification
CPA license
Attorney license

Job description

Intuit is seeking motivated individuals to join our team as year-round TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. This role blends tax expertise, community engagement, and customer service to help clients navigate their tax needs in person.

You will work onsite, provide full service tax return preparation and advice, and build lasting relationships with local clients while supporting Intuit's mission to empower prosperity.

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