TurboTax Retail Expert: Local Tax Advisor & Community

SonicJobs; Temecula (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit is seeking dynamic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation and advice, assist clients in person, and expand TurboTax’s local client base through community engagement.

You will be a trusted advisor, helping customers navigate complex taxes, maximize refunds, and plan for future tax years while representing TurboTax in a professional front-facing retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required to file taxes.
• Must hold or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a proactive community ambassador for TurboTax locally.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients.
• Lead and participate with the support of TurboTax in local marketing, making taxes accessible and approachable.
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
• Utilize government resources and professional tools to deliver accurate tax solutions in everyday language.

Skills

Tax expertise

Client advisory

On-site presence

Bilingual EN/ES

Education

EA/CPA/Attorney license

Tools

TurboTax software

CRM tools

Job description

Intuit is seeking dynamic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation and advice, assist clients in person, and expand TurboTax’s local client base through community engagement.

You will be a trusted advisor, helping customers navigate complex taxes, maximize refunds, and plan for future tax years while representing TurboTax in a professional front-facing retail environment.