Retail Tax Pro & Local Community Advisor

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

Benefits offered by this job

401(k) Matching with company

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support while engaging with local communities to grow client base and loyalty.

This on-site, non-exempt role emphasizes customer-focused service, tax knowledge, and collaboration with TurboTax marketing support to deliver accessible tax guidance and confident financial outcomes.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• PTIN required to file taxes.
• State licenses or bonds may be required.
• Experience filing 1040s using professional software recommended.
• Comfortable working onsite in a retail environment.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex situations.
• Conduct discovery sessions and tax reviews to uncover deductions and plan for future taxes.
• Deliver a best-in-class customer experience through professional and helpful service.

Skills

Customer service

Communication

Empathy

Entrepreneurial mindset

Tech-savvy

Education

EA/CPA/Attorneys license

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support while engaging with local communities to grow client base and loyalty.

This on-site, non-exempt role emphasizes customer-focused service, tax knowledge, and collaboration with TurboTax marketing support to deliver accessible tax guidance and confident financial outcomes.