TurboTax Retail Expert | Local Tax Advisor

Intuit; Wheaton (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Product discounts & stock purchase

Job summary

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations in Illinois. You will provide hands-on tax preparation, tax advice, and software support to customers in-person, helping them maximize refunds and minimize liabilities while building lasting client relationships.

The role requires active tax credentials (EA/CPA/Attorney) and PTIN, with flexibility for 20+ hours/week in a front-of-house retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• PTIN required by law to file taxes.
• Must possess or obtain state licenses/certificates/permits.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Conduct discovery sessions and tax reviews to uncover deductions and plan for future taxes.
• Deliver excellent customer service and build long-term client relationships.

Skills

Tax preparation

PTIN

Bilingual (EN/SP)

CRM tools

Customer service

Education

Active EA/CPA/Attorney license

State licenses or permits

Tools

Professional tax preparation software

CRM systems

Job description

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations in Illinois. You will provide hands-on tax preparation, tax advice, and software support to customers in-person, helping them maximize refunds and minimize liabilities while building lasting client relationships.

The role requires active tax credentials (EA/CPA/Attorney) and PTIN, with flexibility for 20+ hours/week in a front-of-house retail setting.