TurboTax Retail Expert: In-Store Tax Pro

Intuit, Inc.

Pasadena (CA)

On-site

USD 45,000 - 50,000

Part time

6 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax discount
Free TurboTax copy
Marketing opportunities

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full‑service tax return preparation, tax advice, and software support, acting as a trusted advisor to help clients achieve positive financial outcomes. The on‑site role is non‑exempt and requires residency within the United States; familiarity with tax law and credentials are preferred.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license preferred.
  • At least 3 years of paid tax preparation experience with professional software.
  • Must reside in the United States and be able to work onsite.
  • Must be comfortable in a front‑facing retail environment.

Responsibilities

  • Provide hands‑on tax return preparation and tax advice for TurboTax customers.
  • Conduct discovery sessions, reviews, and tax planning discussions.
  • Deliver excellent customer service and build local client relationships.
  • Represent TurboTax in the community and support local marketing efforts.

Skills

Tax preparation
PTIN
Bilingual (English/Spanish)
Front‑facing retail
Customer service
CRM tools

Education

EA/CPA/Attorney license

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full‑service tax return preparation, tax advice, and software support, acting as a trusted advisor to help clients achieve positive financial outcomes. The on‑site role is non‑exempt and requires residency within the United States; familiarity with tax law and credentials are preferred.

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