Tax Accountant - In-Store

American Accounting Association; Long Beach (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan

Intuit product discounts

E&O Insurance provided

Employee Stock Purchase Plan

Paid sick time

Job summary

Intuit is seeking TurboTax Retail Experts to provide full-service tax prep and advisory services at on-site TurboTax locations. You will assist customers, perform tax calculations, and support software use while building local relationships.

You will work on-site, serving customers in person, with focus on tax accuracy, client growth, and community presence in a dynamic retail environment. Training and marketing support are provided.

Qualifications

• 3+ years of paid experience filing 30+ federal and state 1040 returns per tax season using professional tax software.
• Familiarity with Circular 230 and related tax filing regulations.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required by law to file taxes.
• Onsite work at TurboTax retail/flagship location for 20+ hours per week.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Represent TurboTax locally, serving as a public face of TurboTax in the community.
• Engage new prospects, nurture leads, and convert prospects into long-term clients.
• Lead local marketing efforts with TurboTax support to make taxes approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Facilitate tax reviews to uncover deductions, minimize liabilities, maximize refunds, and plan for future.
• Use government sites and professional tools to deliver accurate tax solutions in plain language.

Skills

EA/CPA/attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite 20+ hrs/wk

Bilingual EN/ES

holistic tax advisory

tax software proficiency

Education

CPA/EA license

Tools

Professional tax software

CRM/sales tools

Job description

Tax Accountant - In-Store

Employer Intuit Location Long Beach, California Salary Competitive Closing date Sep 17, 2026

Focus Area Taxation Role Type Accountant Role Level Intermediate Certifications CPA – Certified Public Accountant Work Mode On Site Employment Type Full Time Organization Type Other

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of 'Powering Prosperity Around the World.'

About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products.

You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

This role is non-exempt and requires onsite presence at a TurboTax location in the United States.

What You'll Do

• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.

• Give 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 (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit's state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

What You Get:

As a TurboTax - Retail Expert, you'll receive access to exceptional company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support

Key Qualifications

Who You Are:

• 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 periods of 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

Attributes & Skills

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is

California $32.50 - $36.00

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.