TurboTax Retail Expert — Community Tax Advisor

Intuit Inc.; Orange (CA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit Inc. is seeking 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 to customers in-person, while growing the local client base and fostering long-term relationships in the community. The role emphasizes delivering exceptional customer service, leveraging marketing support, and engaging with customers both in-person and via Intuit tools.

Qualifications

• Active, unrestricted EA/CPA/attorney license.

Responsibilities

• Provide in-person tax return preparation and advice for TurboTax customers.
• Grow client base and referrals in the local community.

Skills

EA/CPA/Attorney license

PTIN required

State licenses/certifications

3+ tax filing years

Circular 230 knowledge

Onsite work

English/Spanish bilingual (plus)

Tax advisory experience

CRM/sales tools familiarity

Tools

CRM tools

Job description

Intuit Inc. is seeking 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 to customers in-person, while growing the local client base and fostering long-term relationships in the community. The role emphasizes delivering exceptional customer service, leveraging marketing support, and engaging with customers both in-person and via Intuit tools.