TurboTax Retail Expert — In-Store Tax Advisor

Intuit

Stanton (CA)

On-site

USD 45,000 - 50,000

Full time

12 days ago

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance (Intuit)
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers, while building a local client base and delivering a superior customer experience.

The role emphasizes community engagement, marketing collaboration, and ongoing professional tax work in a retail environment.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • PTIN required to file taxes.
  • Must hold or obtain state licenses/certificates.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230.
  • Must reside in the United States and be onsite 20+ hours/week.

Responsibilities

  • Provide on-site tax return preparation and advice for TurboTax Retail customers.
  • Grow TurboTax client base in local community and build long-term relationships.
  • Participate in local marketing and community events to promote TurboTax services.
  • Deliver best-in-class customer experiences with professionalism and empathy.

Skills

Tax expertise
Customer service
Communication
Entrepreneurial mindset

Education

Enrolled Agent / CPA / attorney license

Tools

CRM software

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers, while building a local client base and delivering a superior customer experience.

The role emphasizes community engagement, marketing collaboration, and ongoing professional tax work in a retail environment.

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