Retail Tax Pro & Community Advisor

Intuit, Inc.; Kent (WA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products including

Free TurboTax copy and marketing tech

Job summary

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

You will provide hands-on tax preparation, tax advice, and software/product support to in-person customers, building long-term client relationships within your community. You’ll represent TurboTax locally, drive new client growth, and collaborate with marketing to make taxes approachable.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• Have an active 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/state individual 1040 tax returns per tax season.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Willingness to wear a TurboTax uniform and work in a front-facing retail environment.
• Interest in building a local and online social presence as a TurboTax Expert.

Responsibilities

• 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 liabilities, maximize refunds, and plan for the future.
• Deliver outstanding customer experiences through professionalism and a personal approach to financial goals.

Skills

EA license

CPA license

Attorney

PTIN active

30+ tax returns/season

Circular 230

Onsite work

Bilingual EN/ES (plus)

Tax advisory

CRM/sales tools

Tools

Professional tax software

CRM tools

Job description

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

You will provide hands-on tax preparation, tax advice, and software/product support to in-person customers, building long-term client relationships within your community. You’ll represent TurboTax locally, drive new client growth, and collaborate with marketing to make taxes approachable.