Tax Advisor & Community Advocate — Retail

Intuit, Inc.; Plano (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate tax needs while supporting Intuit’s mission of Powering Prosperity.

Work on-site with a collaborative team of tax professionals and engage the local community. The role emphasizes hands-on tax preparation, discovery sessions, and delivering a best-in-class

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.

Responsibilities

• Provide 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, minimise tax liabilities, maximise refunds, and provide future tax planning advice.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.

Skills

EA license

CPA license

Attorney license

PTIN awareness

Onsite work

Tools

Tax software

Job description

Intuit, Inc. is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate tax needs while supporting Intuit’s mission of Powering Prosperity.

Work on-site with a collaborative team of tax professionals and engage the local community. The role emphasizes hands-on tax preparation, discovery sessions, and delivering a best-in-class