TurboTax Retail Expert: Local Tax Advisor & Community Builder

Intuit; Oxnard (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

Employee stock purchase plan

E&O insurance

Employee assistance program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit is hiring year-round TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. On-site role combines tax expertise with community engagement and local client growth.

You will provide hands-on tax preparation, tax advice, and software support, building long-term relationships with clients while delivering a top-tier in-person experience. Must be able to work weekends and wear the TurboTax uniform.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Active PTIN required to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season using professional tax prep 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.
• 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 and work in a front-facing retail environment.

Responsibilities

• 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 and maximize refunds.
• Utilize government websites, 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 their financial goals.
• Build long-term trust and relationships with clients, expanding the local client base.

Skills

Tax preparation experience

Customer service

Community engagement

Bilingual English/Spanish (plus)

Front-facing retail environment

Communication skills

Education

Active EA/CPA/attorney license

Tools

Professional tax preparation software

CRM software

Job description

Intuit is hiring year-round TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. On-site role combines tax expertise with community engagement and local client growth.

You will provide hands-on tax preparation, tax advice, and software support, building long-term relationships with clients while delivering a top-tier in-person experience. Must be able to work weekends and wear the TurboTax uniform.