TurboTax Retail Expert: Local Tax Advisor, Community Builder

Intuit; Bellevue (WA); On-site; USD 68,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Marketing support

Job summary

Intuit seeks year-round TurboTax Retail Experts to serve customers at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, advice, and software support, building trust and helping clients optimize refunds.

Role emphasizes community presence, prospect outreach, and collaboration with TurboTax marketing to grow client base. On-site, front-facing work with flexible hours, including weekends.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required by law to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 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, 20+ hours per week, including weekends.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

• Be a proactive community ambassador locally.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients.
• Lead local marketing with TurboTax support to make taxes accessible.
• Provide 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, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Use government resources, professional tools, and team expertise to deliver accurate tax solutions in everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust, turning transactions into multi-year relationships.
• Interact with customers in-person and via Intuit’s video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

EA/CPA/Attorneys license

PTIN required

State licenses or bonds

3+ years tax prep experience

Circular 230 familiarity

On-site 20+ hrs/week

Community outreach

Bilingual (EN/ES) a plus

Holistic tax advisory

Retail front-facing experience

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit seeks year-round TurboTax Retail Experts to serve customers at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, advice, and software support, building trust and helping clients optimize refunds.

Role emphasizes community presence, prospect outreach, and collaboration with TurboTax marketing to grow client base. On-site, front-facing work with flexible hours, including weekends.