Retail Tax Pro & Community Advocate

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

Benefits offered by this job

401(k) with employer match

Free TurboTax copy

Stock purchase plan

E&O Insurance

Employee assistance program

Product discounts

Job summary

Intuit, Inc. is seeking highly motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a local TurboTax Retail or Flagship location in the United States.

You will provide hands-on tax preparation, tax advice, and software support to customers, helping them complete returns accurately while promoting TurboTax products in your community. As a trusted advisor, you will build relationships, grow the client base, and deliver a best-in-class customer experience.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
• Have an active PTIN as 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 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, 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

• Provide hands-on tax 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 and convert transactions into lasting relationships.
• Interact with customers both in-person and through Intuit’s video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

EA license

CPA license

Attorney license

PTIN

State licenses

Tax preparation experience

Circular 230 knowledge

Onsite availability

Bilingual English/Spanish

Tax advisory experience

CRM tools

Tax software proficiency

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking highly motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a local TurboTax Retail or Flagship location in the United States.

You will provide hands-on tax preparation, tax advice, and software support to customers, helping them complete returns accurately while promoting TurboTax products in your community. As a trusted advisor, you will build relationships, grow the client base, and deliver a best-in-class customer experience.