Tax Pro & Community Advocate — Onsite Retail Expert

Intuit, Inc.

Palatine (IL)

On-site

USD 43,000 - 48,000

Part time

11 days ago

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Benefits offered by this job

401(k) company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Marketing support

Job summary

Intuit, Inc. seeks on-site TurboTax Retail Experts for in-person service at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, expert tax advice, and software support to customers while growing your local client base.

Eligibility includes active tax licenses, PTIN, and at least 3 years of high-volume returns. The role requires on-site presence, Sundays through Saturdays, about 20 hours weekly, and a uniform.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • PTIN required to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per season.
  • Familiarity with Circular 230.
  • Willing to work onsite at a TurboTax location, Sunday–Saturday, ~20 hours/week.
  • Willing to wear a TurboTax uniform.
  • Willing to work in a front-facing retail environment.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and prepare returns for TurboTax customers.
  • Conduct tax reviews to uncover deductions and optimize refunds.
  • Deliver tax planning advice using government resources and team support.
  • Create a positive customer experience and help grow local client base.
  • Interact with customers in-person and via video tools.

Skills

EA/CPA/Attorney license
PTIN
Tax preparation experience
Circular 230 knowledge
On-site work readiness
Bilingual English/Spanish (nice to hav

Tools

Tax software
CRM/Sales tools

Job description

Intuit, Inc. seeks on-site TurboTax Retail Experts for in-person service at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, expert tax advice, and software support to customers while growing your local client base.

Eligibility includes active tax licenses, PTIN, and at least 3 years of high-volume returns. The role requires on-site presence, Sundays through Saturdays, about 20 hours weekly, and a uniform.

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