Tax Prep Pro & Community Advocate (Retail)

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

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at Retail or Flagship locations across the United States. You’ll provide full-service tax preparation, advice, and software support to in-person customers while growing your local client base in partnership with TurboTax marketing.

You’ll act as a trusted community ambassador, delivering an exceptional customer experience and helping clients achieve favorable financial outcomes through personalized tax strategies.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required 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+ 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.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content for community.
• 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 and work in a front-facing retail environment.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Create an exceptional customer experience through professionalism and genuine care to help clients achieve financial goals.
• Grow TurboTax’s client base in the local community, attracting new clients and building long-term relationships.
• Interact with customers in-person and through Intuit’s video tools.

Skills

EA/CPA/Attorney license

PTIN

State licenses/certificates/bonds

3+ years tax prep experience

Circular 230

Onsite retail experience

Bilingual English/Spanish a plus

Tools

Tax preparation software

CRM software

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at Retail or Flagship locations across the United States. You’ll provide full-service tax preparation, advice, and software support to in-person customers while growing your local client base in partnership with TurboTax marketing.

You’ll act as a trusted community ambassador, delivering an exceptional customer experience and helping clients achieve favorable financial outcomes through personalized tax strategies.