Tax Expert & Local Growth Advisor - Retail

Jobtome; Lakewood (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

Job summary

Intuit is seeking TurboTax Retail Experts to serve on-site at one of our TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software/product support for in-person customers, while growing TurboTax’s client base in the local community.

You’ll engage with customers, deliver a best-in-class experience, and leverage TurboTax tools to handle a range of tax scenarios.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Active PTIN required to file taxes.
• State licenses or permits as needed.
• Minimum 3 years of paid experience filing 30+ federal/state returns per season.
• Familiarity with Circular 230.
• Onsite work at TurboTax location, 20+ hours weekly.
• Willing to build local community presence and content.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide hands-on tax advice and complete tax return preparation.
• Assist with simple to complex personal and business tax scenarios.
• Lead in local marketing and outreach with TurboTax support.
• Deliver exceptional customer service and grow client relationships.
• Conduct discovery sessions and tax reviews to optimize deductions.
• Use government sites, professional tools, and CRM for accurate solutions.
• Build long-term trust to convert transactions into ongoing relationships.
• Work with customers on-site and via TurboTax video tools.

Skills

Tax preparation experience

Customer service

Strong tax knowledge

Bilingual (English/Spanish)

Soft sales & outreach

Education

EA/CPA/attorney license preferred

Tools

TurboTax software

Job description

Intuit is seeking TurboTax Retail Experts to serve on-site at one of our TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software/product support for in-person customers, while growing TurboTax’s client base in the local community.

You’ll engage with customers, deliver a best-in-class experience, and leverage TurboTax tools to handle a range of tax scenarios.