Tax Expert & Community Growth Consultant

Intuit Inc.; Greenwich (CT); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

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 join onsite teams at TurboTax Retail or Flagship locations across the United States. You will assist customers with in-person tax preparation and advice while helping to grow the local client base and deliver excellent service.

Work on-site and engage with the community, leveraging TurboTax tools to support clients through tax returns, planning, and software guidance in a fast-paced retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required by law to file taxes.
• Must possess or obtain relevant State licenses/certificates.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Familiarity with Circular 230.
• Must be able to work onsite at a TurboTax retail/flagship location, 20+ hours/week.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete tax returns for TurboTax customers.
• Conduct discovery sessions and reviews to uncover deductions and plan taxes.
• Deliver accurate tax solutions using government resources, professional tools, and team expertise.

Skills

EA/CPA/Attny license

PTIN

State licenses

Tax return experience

Circular 230

onsite availability

Bilingual EN/ES

Tax advisory

Tools

Tax software

CRM tools

Job description

Intuit Inc. seeks TurboTax Retail Experts to join onsite teams at TurboTax Retail or Flagship locations across the United States. You will assist customers with in-person tax preparation and advice while helping to grow the local client base and deliver excellent service.

Work on-site and engage with the community, leveraging TurboTax tools to support clients through tax returns, planning, and software guidance in a fast-paced retail environment.