Tax Pro & Community Ambassador — Retail Expert

Intuit, Inc.; Lisle (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to perform in-person tax return preparation, provide tax advice, and build a local client base at TurboTax Retail or Flagship locations across the United States.

You will work on-site with a team of financial experts, delivering full-service tax support and leveraging TurboTax software to empower customers toward positive financial outcomes. The role emphasizes community engagement and ongoing client relationship development.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required by law to file taxes.
• Must possess or 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 prep software.
• Familiarity with Circular 230.
• Comfortable working onsite at a TurboTax retail/flagship location, Sunday–Saturday, for at least 20 hours/week.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must wear a TurboTax uniform.
• Must work in a front-facing retail environment.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit’s video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Education

Active EA/CPA/attorney license

Tools

TurboTax software

CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to perform in-person tax return preparation, provide tax advice, and build a local client base at TurboTax Retail or Flagship locations across the United States.

You will work on-site with a team of financial experts, delivering full-service tax support and leveraging TurboTax software to empower customers toward positive financial outcomes. The role emphasizes community engagement and ongoing client relationship development.