TurboTax Retail Expert: Community Tax Advisor

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. seeks a TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, advice, calculations, and software support to customers, while growing the local client base and delivering an exceptional in-person experience.

This role emphasizes tax expertise, customer service, and community engagement, with eligibility to participate in marketing initiatives and access to company benefits.

Qualifications

• Hands-on tax advice and complete preparation for TurboTax customers.
• Ability to identify deductions, minimize liabilities, and plan for future taxes.
• Excellent customer-facing communication in a retail, on-site environment.

Responsibilities

• Represent TurboTax locally as a public-facing ambassador.
• Engage with prospects, convert leads into long-term clients.
• Provide tax preparation services from simple to complex scenarios.

Skills

Tax advisory experience

Customer service

Community outreach

Bilingual English/Spanish

Education

Active professional license (EA/CPA/Attorney)

PTIN compliance

State licenses/certificates

Job description

Intuit, Inc. seeks a TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide full-service tax return preparation, advice, calculations, and software support to customers, while growing the local client base and delivering an exceptional in-person experience.

This role emphasizes tax expertise, customer service, and community engagement, with eligibility to participate in marketing initiatives and access to company benefits.