Tax Pro & Community Advocate (Retail)

Intuit

Cudahy (CA)

On-site

USD 45,000 - 50,000

Part time

10 days ago

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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products (free Tur
Free TurboTax copy
Marketing support

Job summary

Intuit is hiring TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide tax preparation, advice, and software support, acting as a trusted advisor to help clients maximize refunds and navigate complex tax situations.

The role requires on-site presence, strong tax credentials (EA/CPA/attorney), and active PTINs, with opportunities to grow the local client base and participate in community outreach.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and knowledge of tax law.
  • Active PTIN as required by law to file taxes.
  • Must possess or be able to obtain 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.
  • Comfortable working onsite at a TurboTax retail or flagship location, 20+ hours per week.
  • Interest in building a local and online social presence as a TurboTax Expert, creating tax content for community.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond tax filing.
  • Willing to wear a TurboTax uniform and work in front-facing retail environment.

Responsibilities

  • Be a Proactive Community Ambassador, representing TurboTax locally and engaging with prospects to convert leads into clients.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
  • Deliver a best-in-class customer experience with professionalism and genuine assistance to clients’ financial goals.
  • Interact with customers in-person and via Intuit video tools, addressing inquiries and tax-related challenges.

Skills

EA license
CPA license
Attorney license
PTIN holder
Onsite retail experience
Bilingual English/Spanish

Tools

Tax preparation software
CRM

Job description

Intuit is hiring TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide tax preparation, advice, and software support, acting as a trusted advisor to help clients maximize refunds and navigate complex tax situations.

The role requires on-site presence, strong tax credentials (EA/CPA/attorney), and active PTINs, with opportunities to grow the local client base and participate in community outreach.

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