TurboTax Retail Expert — In-Store Tax Advisor

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

Benefits offered by this job

401(k) Savings Plan 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 TurboTax copy

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 perform full-service tax returns, provide tax advice, and support software usage to help customers achieve positive financial outcomes.

You will also help grow the local TurboTax client base with marketing support and community outreach. This non-exempt, on-site role requires at least 20 hours per week and active tax credentials, with the potential to build

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Be a proactive community ambassador representing TurboTax locally, engaging with prospects and growing the client base.
• Lead local marketing initiatives with TurboTax support and make taxes approachable for the community.

Skills

EA/CPA/Attorney license

3+ years tax returns

Circular 230 knowledge

Bilingual (English/Spanish)

Tax advisory experience

On-site retail experience

Tools

Tax software

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 perform full-service tax returns, provide tax advice, and support software usage to help customers achieve positive financial outcomes.

You will also help grow the local TurboTax client base with marketing support and community outreach. This non-exempt, on-site role requires at least 20 hours per week and active tax credentials, with the potential to build