Tax Pro & Community Advocate (Retail)

Intuit Inc.

Simi Valley (CA)

On-site

USD 44,000 - 50,000

Full time

14 days+
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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
Sick time & EAP
Product discounts incl. TurboTax

Job summary

Intuit Inc. is seeking motivated individuals to join our TurboTax RetailExpert team at one of our TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax services, prep, and advice, helping customers navigate their tax needs with a client-focused approach. You’ll build local relationships, grow the client base, and support marketing efforts while delivering exceptional customer experiences in a fast-paced, frontline retail environment.

Qualifications

  • Active EA, CPA, or attorney license; PTIN required; state licenses or permits may be needed.
  • Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per tax season.
  • Onsite work at a TurboTax retail or flagship location; strong tax knowledge and advisory ability.

Responsibilities

  • Be a proactive community ambassador representing TurboTax locally.
  • Provide hands-on tax advice and complete tax return preparation for customers.
  • Deliver a best-in-class customer experience and grow client relationships.

Skills

Financial customer service
Tax advisory
Community engagement
Strong communication

Education

EA/CPA/Attorney license
PTIN
State licenses/certificates

Tools

Tax software
CRM/Sales tools

Job description

Intuit Inc. is seeking motivated individuals to join our TurboTax RetailExpert team at one of our TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax services, prep, and advice, helping customers navigate their tax needs with a client-focused approach. You’ll build local relationships, grow the client base, and support marketing efforts while delivering exceptional customer experiences in a fast-paced, frontline retail environment.

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