Retail Tax Pro & Community Advocate

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Product discounts (TurboTax)

Ongoing collaboration with TurboTax' s

Marketing support

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice, prepare returns, and help clients maximize refunds while building a local client base.

Role emphasizes community engagement, local marketing support, and a front-facing retail presence. Must reside in the United States and be eligible to work as an on-site tax professional.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law.
• Active Preparer Tax Identification Number (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 preparation software.
• 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.
• Interest in building a local and online social presence as a TurboTax Expert.
• 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 and work in a front-facing retail environment.

Responsibilities

• Give 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 provide future planning advice.
• Deliver an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Grow TurboTax’s client base within the local community, attract new clients, and drive loyalty with marketing support.

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice, prepare returns, and help clients maximize refunds while building a local client base.

Role emphasizes community engagement, local marketing support, and a front-facing retail presence. Must reside in the United States and be eligible to work as an on-site tax professional.