TurboTax Retail Expert: Local Tax Advisor & Community Builder

Intuit, Inc.; Cypress (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching with company

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Job summary

Intuit, Inc. is seeking year‑round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full service tax return preparation, tax advice, and product support to in‑person customers while growing the local client base. You will engage with the community, deliver accurate tax solutions in everyday language, and leverage marketing and software tools to build a thriving local business.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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: represent TurboTax locally, engage new prospects, nurture leads, and convert them into long‑term clients.
• Provide Tax Expertise: give hands‑on tax advice and complete preparation services for simple to complex tax situations.
• Deliver a Best in Class Customer Experience: create an exceptional customer experience and build long‑term trust with clients.

Skills

Tax expertise

Customer service

Bilingual English/Spanish

Education

Enrolled Agent / CPA / Attorney license

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking year‑round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full service tax return preparation, tax advice, and product support to in‑person customers while growing the local client base. You will engage with the community, deliver accurate tax solutions in everyday language, and leverage marketing and software tools to build a thriving local business.