Tax Pro & Community Advocate — Retail Onsite

Intuit, Inc.

Surprise (AZ)

On-site

USD 45,000 - 75,000

Part time

13 hours ago
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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 including
free copy of TurboTax
Ongoing collaboration opportunities

Job summary

Intuit, Inc. is seeking experienced TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide in-person tax preparation, tax advice, and software support, while building a local client base and delivering a best-in-class customer experience. The role emphasizes community engagement, ongoing client relationships, and leveraging marketing resources.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Have an active PTIN as required by law to file taxes.
  • Must possess or obtain related State licenses/certificates/permits/bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per tax season using professional software.
  • Familiarity with Circular 230.
  • Must be onsite at a TurboTax location, 20+ hours/week.
  • Interest in building a local community presence as a TurboTax Expert.

Responsibilities

  • Represent TurboTax locally as a public face in the community.
  • Engage with new prospects, nurture leads, convert them to long‑term clients.
  • Lead local marketing efforts to make taxes approachable.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Facilitate tax reviews to uncover deductions, minimize liabilities, maximize refunds.

Skills

Tax preparation
Active EA/CPA/attorney
PTIN
State licenses
Onsite work
Bilingual English/Spanish
Holistic tax advisory
Retail customer service

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit, Inc. is seeking experienced TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide in-person tax preparation, tax advice, and software support, while building a local client base and delivering a best-in-class customer experience. The role emphasizes community engagement, ongoing client relationships, and leveraging marketing resources.

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