Tax Pro & Community Advocate – Onsite Retail Expert

Intuit Inc.

Dallas (TX)

On-site

USD 32,000 - 52,000

Full time

14 days+
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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
Employee Assistance Program
Discounts on Intuit products

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You’ll provide full-service tax return preparation, tax advice, and software support to clients in person.

You will grow the local client base, foster relationships, and contribute to a thriving community presence with marketing support and tools. Non-exempt, onsite hours start at 20 per week, with flexible weekend coverage in a retail setting.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license preferred.
  • Active PTIN required to file taxes.
  • Must maintain state licenses or permits as needed.
  • Three+ years of paid tax return preparation experience.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Conduct discovery sessions to uncover deductions and plan taxes.
  • Deliver accurate solutions using government resources and team expertise.
  • Build local client base and foster long-term relationships.

Skills

Tax expertise
Customer service
Community outreach
Sales ability
Bilingual (English/Spanish)

Education

EA license
CPA license
Attorney license

Tools

CRM software
Tax preparation software

Job description

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States. You’ll provide full-service tax return preparation, tax advice, and software support to clients in person.

You will grow the local client base, foster relationships, and contribute to a thriving community presence with marketing support and tools. Non-exempt, onsite hours start at 20 per week, with flexible weekend coverage in a retail setting.

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