TurboTax Retail Expert — In-Person Tax Advisor

Intuit, Inc.

Paramus (NJ)

On-site

USD 45,000 - 50,000

Full time

6 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
Employee assistance program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit, Inc. seeks energetic TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States.

You will perform full-service tax preparation, provide tax advice, and build local client relationships while expanding TurboTax’s community presence. Ideal candidates hold an active EA/CPA/attorney license with 3+ years of 1040 experience, are comfortable in a front-facing retail role, and can work 20+ hours weekly including weekends in a dynamic, supportive

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • Must hold PTIN to file taxes.
  • State licenses, certificates, permits, or bonds as required.
  • 3+ years of paid experience filing 30+ federal/state 1040 returns per season.
  • Comfortable working onsite a TurboTax location, Sunday–Saturday, 20+ hours/week.

Responsibilities

  • Provide hands-on tax preparation and guidance for TurboTax customers.
  • Handle simple to complex tax situations with professional software.
  • Run discovery sessions to maximize deductions and refunds.
  • Grow the client base through local outreach and marketing support.
  • Deliver exceptional customer experience in person and via video tools.

Skills

Tax expertise
Community outreach
Bilingual English/Spanish
Onsite customer service
Lead conversion

Education

EA/CPA/Attorney license
PTIN required

Tools

Tax software experience
CRM tools

Job description

Intuit, Inc. seeks energetic TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States.

You will perform full-service tax preparation, provide tax advice, and build local client relationships while expanding TurboTax’s community presence. Ideal candidates hold an active EA/CPA/attorney license with 3+ years of 1040 experience, are comfortable in a front-facing retail role, and can work 20+ hours weekly including weekends in a dynamic, supportive

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