Retail TurboTax Expert - Onsite Tax Advisor & Community Builder

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

free TurboTax copy

Job summary

Intuit is seeking motivated individuals to join as year‑round TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. This on-site role combines tax expertise, community engagement, and customer service to help clients navigate their tax needs.

You’ll provide hands-on tax return preparation and advice, grow the local client base, and deliver a best-in-class experience using TurboTax tools, while applying knowledge of tax laws and regulations to real customer

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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 or more 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. Operating hours are subject to change and will likely scale up during peak customer demand.
• 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 advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• 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.

Skills

EA/CPA/Attorney license

PTIN

State licenses

3+ years tax prep

Circular 230

Onsite retail experience

Community/social presence

Bilingual (English/Spanish)

Holistic tax advisory

Uniform wear

Front-facing environment

Tools

CRM tools

Job description

Intuit is seeking motivated individuals to join as year‑round TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. This on-site role combines tax expertise, community engagement, and customer service to help clients navigate their tax needs.

You’ll provide hands-on tax return preparation and advice, grow the local client base, and deliver a best-in-class experience using TurboTax tools, while applying knowledge of tax laws and regulations to real customer