TurboTax Retail Expert: Local Tax Advisor & Community

Intuit, Inc.

Glendale (CA)

On-site

USD 45,000 - 50,000

Part time

4 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Discounts on Intuit products including
Free TurboTax copy

Job summary

Intuit, Inc. seeks motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States.

You will provide in-person tax preparation, advice, and software support, building long-term client relationships and contributing to local community growth. You will represent TurboTax locally, engage prospects, and drive a positive experience for customers while leveraging marketing support and tools to grow your client base.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • PTIN required by law to file taxes.
  • Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax location, 20+ hours/week.
  • Willing to wear TurboTax uniform and work in a front-facing retail environment.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and building long-term client relationships.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers across personal and business scenarios.
  • Deliver a best-in-class customer experience through professionalism and a focus on helping clients achieve financial goals.

Skills

Tax preparation
Onsite work
Bilingual English/Spanish

Education

EA/CPA/Attorney license
PTIN holder
State licenses/certificates

Tools

Tax software
CRM/Sales tools

Job description

Intuit, Inc. seeks motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States.

You will provide in-person tax preparation, advice, and software support, building long-term client relationships and contributing to local community growth. You will represent TurboTax locally, engage prospects, and drive a positive experience for customers while leveraging marketing support and tools to grow your client base.

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