Tax Pro & Community Advocate — Retail Expert

Intuit Inc.; Simi Valley (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products incl free

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States. You will serve as a trusted advisor, prepare taxes, offer advice, and help grow the local client base while delivering a superior customer experience.

You’ll be part of a collaborative team of financial experts, engaging with customers in-person and via Intuit tools. The role includes a pay-for-performance structure and benefits, with uniform requirements and strong

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Active PTIN required 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.
• 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 and resources for your community in accordance with Intuit’s policies.
• 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.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Provide hands-on tax preparation services and tax advice for TurboTax customers.
• Facilitate discovery sessions and tax reviews to maximize deductions and refunds.
• Deliver a best-in-class customer experience in a retail setting.

Skills

Onsite work

Customer service

Tax advisory

Bilingual (EN/ES)

Education

EA/CPA/Attorney license

PTIN active

State licenses/certificates

3+ years 1040 tax returns

Tools

Professional tax software

Job description

Intuit Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States. You will serve as a trusted advisor, prepare taxes, offer advice, and help grow the local client base while delivering a superior customer experience.

You’ll be part of a collaborative team of financial experts, engaging with customers in-person and via Intuit tools. The role includes a pay-for-performance structure and benefits, with uniform requirements and strong