TurboTax Retail Expert - In-Store Tax Pro & Builder

Intuit; San Gabriel (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products (TurboTax

Marketing support

Job summary

Intuit seeks energized TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation and provide tax advice while engaging with customers in a retail setting.

Role emphasizes building local client relationships, growing the TurboTax business, and delivering a superior customer experience with access to marketing support and product tools.

Qualifications

• Active, unrestricted EA, CPA, or attorney license is required and preferred.
• PTIN legally required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal and state returns per tax season.

Responsibilities

• Provide on-site tax return preparation and tax advice for TurboTax customers.
• Grow TurboTax client base and foster local relationships in the community.
• Deliver exceptional customer experiences and assist customers with tax planning.

Skills

EA/CPA/Attorney

PTIN

Tax expertise

State licenses

3+ years 1040 tax returns

Bilingual English/Spanish

Front-facing retail

Tax advisory

Education

Active EA/CPA/Attorney license

Tools

Professional tax software

CRM tools

Job description

Intuit seeks energized TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation and provide tax advice while engaging with customers in a retail setting.

Role emphasizes building local client relationships, growing the TurboTax business, and delivering a superior customer experience with access to marketing support and product tools.