TurboTax Retail Expert — Local Tax Advisor

Intuit; Bellevue (WA); On-site; USD 93,126,000 - 103,155,000; Full time

Benefits offered by this job

401(k) match

Free TurboTax copy

Employee Assistance Program

Job summary

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, advice, and software support to customers in a friendly, community-focused setting.

This non-exempt, retail role emphasizes local outreach, building client relationships, and contributing to local marketing efforts while delivering accurate tax solutions.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Experience with tax software and CRM/sales tools.

Responsibilities

• Provide hands-on tax return preparation and tax advice for TurboTax customers.
• Conduct discovery sessions to maximize deductions, minimize liabilities, and plan taxes.
• Deliver exceptional customer service and build long-term client relationships.

Skills

Tax preparation experience

PTIN knowledge

State licenses/certificates

3+ years tax returns experience

Circular 230 familiarity

Onsite retail experience

Bilingual English/Spanish

Holistic tax advisory

Uniform wearing

Education

Active professional licenses (EA/CPA/attorney)

Job description

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, advice, and software support to customers in a friendly, community-focused setting.

This non-exempt, retail role emphasizes local outreach, building client relationships, and contributing to local marketing efforts while delivering accurate tax solutions.