Tax Expert & Retail Community Advisor

Intuit Inc.; Mansfield (TX); On-site; USD 35,818,000 - 57,859,000; Part time

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax discounts

Job summary

Intuit Inc. is hiring TurboTax - Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will act as a trusted advisor, helping clients with tax return preparation, tax planning, and software support while growing your local client base.

The role emphasizes in-person service, community outreach, and building long-term relationships. A strong tax background and licensing are required, with potential bonuses and a competitive benefits package.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Must possess or be able to obtain PTIN as required by law.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.

Responsibilities

• Be the public face of TurboTax in the local community and convert prospects into long-term clients.
• Provide hands-on tax advice and complete tax return preparation for TurboTax customers.
• Deliver exceptional customer experience and help clients achieve financial goals.

Skills

EA/CPA/Attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite retail experience

Bilingual English/Spanish

CRM/sales tools familiarity

Tools

CRM systems

Job description

Intuit Inc. is hiring TurboTax - Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will act as a trusted advisor, helping clients with tax return preparation, tax planning, and software support while growing your local client base.

The role emphasizes in-person service, community outreach, and building long-term relationships. A strong tax background and licensing are required, with potential bonuses and a competitive benefits package.