TurboTax Retail Expert — Local Tax Advisor

Intuit, Inc.; Westminster (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

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. seeks skilled TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support, while building local client relationships and growing the TurboTax client base.

You’ll serve customers in-person, leveraging marketing support to foster long-term loyalty. A strong emphasis on community engagement and a customer-first experience is essential.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Must have PTIN to file taxes.
• Must possess or obtain state licenses, certificates, or bonds as required.

Responsibilities

• Provide hands-on tax advice and full preparation services for TurboTax customers, including simple to complex scenarios.
• Conduct discovery sessions and tax reviews to optimize deductions and refunds.
• Deliver personalized tax solutions using government resources and team expertise.

Skills

EA/CPA license

PTIN holder

Onsite retail tax

Bilingual EN/ES

Education

Enrolled Agent

CPA license

Attorney license

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks skilled TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support, while building local client relationships and growing the TurboTax client base.

You’ll serve customers in-person, leveraging marketing support to foster long-term loyalty. A strong emphasis on community engagement and a customer-first experience is essential.