TurboTax Retail Expert — Local Tax Advisor

Intuit, Inc.

Casa Blanca (AZ)

On-site

USD 40,000 - 52,000

Part time

5 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
Discounts on Intuit products
Free copy of TurboTax

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering in-person tax preparation and advisory services.

You will serve as a trusted advisor, helping customers maximize refunds and plan for the future while growing the local client base. You will be a proactive community ambassador, representing TurboTax, engaging prospects, and driving local marketing efforts.

Qualifications

  • Active tax professionals with licenses and PTIN; strong tax knowledge.
  • Minimum 3 years filing 1040s with professional tax software.
  • Willing to work onsite, 20 hours/week, in a front-facing retail setting.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Represent TurboTax locally as a public face and engage with new prospects.
  • Provide hands-on tax advice and complete preparation for customers, including complex situations.
  • Conduct discovery sessions, identify deductions, and build future tax plans using available tools.
  • Deliver an exceptional customer experience through professionalism and client-centric service.
  • Build long-term trust to turn single transactions into ongoing client relationships.
  • Interact with customers in-person and via TurboTax tools while addressing inquiries.

Skills

Tax license
PTIN
State licenses
Tax filing experience
Circular 230
Onsite availability 20h/w
Community presence
Bilingual
Tax advisory
Uniform
Retail environment

Tools

CRM software
Tax prep software

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering in-person tax preparation and advisory services.

You will serve as a trusted advisor, helping customers maximize refunds and plan for the future while growing the local client base. You will be a proactive community ambassador, representing TurboTax, engaging prospects, and driving local marketing efforts.

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