TurboTax Retail Expert: Local Tax Advisor

Intuit, Inc.; Newport Beach (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products including

Job summary

Intuit, Inc. is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide, including California. You will prepare tax returns, provide tax advice, and support customers in person while building a local client base.

The role emphasizes community engagement, face-to-face service, and collaborating with marketing to grow the TurboTax footprint. You will represent TurboTax in the community, educate clients, and deliver excellent service using Intuit tools.

Qualifications

• Active tax license (EA/CPA/Attorney) with strong tax prep experience.
• PTIN in good standing required by law.
• Must have or obtain related state licenses or permits as needed.

Responsibilities

• Provide hands-on tax preparation and tax advice for TurboTax customers.
• Deliver personalized tax planning and optimization guidance.
• Build local client base through in-person and community outreach.
• Support marketing efforts and promote TurboTax services to the community.

Skills

Tax preparation experience

Customer service

Bilingual (English/Spanish)

Public outreach / community engagement

Onsite client service

Education

Active EA/CPA/Attorney license

PTIN holder

State licenses/certificates

Tools

CRM software

Tax preparation software

Job description

Intuit, Inc. is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide, including California. You will prepare tax returns, provide tax advice, and support customers in person while building a local client base.

The role emphasizes community engagement, face-to-face service, and collaborating with marketing to grow the TurboTax footprint. You will represent TurboTax in the community, educate clients, and deliver excellent service using Intuit tools.