Retail Tax Pro & Community Advocate

Intuit, Inc.

Camarillo (CA)

On-site

USD 45,000 - 50,000

Part time

2 days ago
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Benefits offered by this job

401(k) with match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided
Free TurboTax copy
Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Retail Experts to work on-site at a TurboTax retail or flagship location in the United States.

You will perform hands-on tax preparation, provide tax advice, and help grow our local client base while delivering excellent customer service in person. Eligible candidates hold an active EA/CPA/attorney license with tax experience, PTIN, and state licenses; 3+ years preparing 30+ returns per season.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
  • Must possess PTIN to file taxes.
  • Must hold or obtain relevant state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state Form 1040 returns per season.
  • Familiarity with Circular 230.
  • Onsite at a TurboTax location, 20+ hours per week; weekends may apply.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond tax filing.
  • Willing to wear a TurboTax uniform; front-facing retail role.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Facilitate tax reviews to maximize refunds and provide future planning advice.
  • Build long-term client relationships through exceptional service.
  • Assist with local marketing and outreach to grow the clientele.

Skills

Tax preparation
Tax law knowledge
PTIN
State licenses
Circular 230
Bilingual (English/Spanish)

Education

EA/CPA/Attorney license

Job description

Intuit, Inc. is hiring TurboTax Retail Experts to work on-site at a TurboTax retail or flagship location in the United States.

You will perform hands-on tax preparation, provide tax advice, and help grow our local client base while delivering excellent customer service in person. Eligible candidates hold an active EA/CPA/attorney license with tax experience, PTIN, and state licenses; 3+ years preparing 30+ returns per season.

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