Tax Pro & Local Community Advocate — Retail Expert

Intuit

Hawthorne (CA)

On-site

USD 44,000 - 50,000

Full time

12 days 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

Job summary

Intuit seeks energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support while growing the local client base and building long-term relationships.

You will engage customers in-person, explain tax concepts in everyday language, and participate in local marketing efforts to expand TurboTax reach and community impact.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • PTIN required to file taxes.
  • Must have any related state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid 1040 tax returns filed.

Responsibilities

  • Represent TurboTax locally and attract new clients.
  • Provide hands-on tax advice and complete tax returns.
  • Deliver best-in-class customer experience and build relationships.
  • Assist clients with tax planning and questions beyond filing.

Skills

EA/CPA/Attorney license
PTIN
State licenses
3+ years 1040 tax returns
Circular 230
onsite 20+ hours/week
Bilingual EN/ES a plus
Holistic tax advisory
Front facing retail
CRM/sales tools

Education

Active license (EA/CPA/Attorney)

Tools

Professional tax software

Job description

Intuit seeks energetic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support while growing the local client base and building long-term relationships.

You will engage customers in-person, explain tax concepts in everyday language, and participate in local marketing efforts to expand TurboTax reach and community impact.

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