TurboTax Retail Expert: Local Tax Advisor & Community Pro

Intuit, Inc.; Evanston (IL); On-site; USD 43,000 - 48,000; 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 TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking 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 and advice, serving customers in-person and building a local client base.

The role emphasizes community engagement, outstanding customer service, and use of TurboTax tools to maximize refunds while supporting the Intuit mission. On-site schedule includes weekends; compensation includes base pay and benefits.

Qualifications

• Active EA, CPA, or attorney license with tax prep experience.
• PTIN required to file taxes.
• Must be able to obtain related state licenses.
• Minimum 3 years of paid tax return preparation using professional software.
• Familiarity with Circular 230.

Responsibilities

• Provide on-site tax return preparation and tax advice.
• Assist customers in person at TurboTax Retail locations.
• Engage in local marketing and client development.
• Deliver exceptional customer experience and build loyalty.

Skills

Tax preparation

Tax advisory

Customer service

Community outreach

Bilingual English/Spanish

On-site work

CRM tools

Education

EA/CPA/Attorney license

PTIN active

State licenses

Tools

TurboTax software

CRM systems

Tax prep software

Job description

Intuit, Inc. is seeking 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 and advice, serving customers in-person and building a local client base.

The role emphasizes community engagement, outstanding customer service, and use of TurboTax tools to maximize refunds while supporting the Intuit mission. On-site schedule includes weekends; compensation includes base pay and benefits.