TurboTax Retail Expert: Community Tax Advisor & Coach

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

Free copy of TurboTax

Marketing support

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 prepare full tax returns, advise clients, and grow the local customer base while delivering exceptional service in a friendly retail environment. Qualified candidates hold an active EA/CPA/attorney license (PTIN required) and have at least 3 years of paid tax return experience with 1040 forms.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years paid experience filing 30+ federal and state 1040 returns per season using professional tax prep software.
• Familiarity with Circular 230.
• Onsite at TurboTax location 20+ hours/week; weekends may be required.
• Willing to wear a TurboTax uniform; front-facing retail role.
• Bilingual (English/Spanish) a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Be a proactive community ambassador; represent TurboTax locally.
• Engage with prospects, nurture leads, convert to long-term clients.
• Lead and participate in local marketing with TurboTax support.
• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Facilitate discovery sessions and tax reviews to uncover deductions and plan futures.
• Utilize government resources and professional tools for accurate tax solutions.
• Create an exceptional customer experience and build long-term trust.
• Interact with customers in-person and via Intuit video tools.
• Address client inquiries and help overcome tax challenges.

Education

EA/CPA/Attorney license

Tools

TurboTax software

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 prepare full tax returns, advise clients, and grow the local customer base while delivering exceptional service in a friendly retail environment. Qualified candidates hold an active EA/CPA/attorney license (PTIN required) and have at least 3 years of paid tax return experience with 1040 forms.