TurboTax Retail Expert: In-Store Tax Advisor

SonicJobs; Fullerton (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

Employee Assistance Program

Product discounts

TurboTax copy

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, provide tax advice, and help grow TurboTax’s client base in the local community.

This non-exempt, on-site role requires a strong tax background and excellent customer service to build trusted relationships with clients. You will engage with customers in-person, leverage marketing support, and maintain a professional, front-facing presence in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• PTIN required to file taxes.
• Must possess/state licenses, certificates, permits, or bonds.
• Minimum of 3 years filing 30+ federal/state 1040 returns per tax season with pro tax software.
• Familiarity with Circular 230.

Responsibilities

• Prepare full tax returns and provide tax advice for TurboTax customers.
• Assist in local marketing and client acquisition.
• Deliver excellent in-store customer service.

Skills

Tax expertise

Customer service

Community outreach

Communication

CRM tools

Education

EA/CPA/Attorney license

Tools

Tax prep software

CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, provide tax advice, and help grow TurboTax’s client base in the local community.

This non-exempt, on-site role requires a strong tax background and excellent customer service to build trusted relationships with clients. You will engage with customers in-person, leverage marketing support, and maintain a professional, front-facing presence in a