Tax Pro & On-Site Retail Advisor

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

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations. You will assist customers with tax return preparation, advice, and software support in a face-to-face setting, helping them navigate tax complexities and maximize refunds.

Applicants should hold an EA/CPA/attorney license, have PTIN, and at least 3 tax seasons of returns experience. Flexible, community-oriented, and bilingual skills are a plus for success in local markets.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required to file taxes; familiarity with Circular 230.
• Minimum 3 years of paid tax return preparation experience (1040) for 30+ returns per season.
• Onsite availability at TurboTax Retail or Flagship location, 20+ hours per week.

Responsibilities

• Provide hands-on tax return preparation and advice for TurboTax customers.
• Perform calculations, identify deductions, and offer tax planning guidance.
• Deliver excellent in-person customer service and build local client base.

Skills

License: EA/CPA/attorney

PTIN holder

Tax return experience

Circular 230 familiarity

Bilingual English/Spanish (a plus)

Customer service

Tools

Tax software

CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations. You will assist customers with tax return preparation, advice, and software support in a face-to-face setting, helping them navigate tax complexities and maximize refunds.

Applicants should hold an EA/CPA/attorney license, have PTIN, and at least 3 tax seasons of returns experience. Flexible, community-oriented, and bilingual skills are a plus for success in local markets.