TurboTax Retail Expert - Local Tax Pro & Community Builder

Intuit; Camarillo (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Free TurboTax copy

Marketing support

Job summary

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. This on-site role blends tax expertise with community engagement to help customers navigate their tax needs.

You will provide full-service tax return preparation, tax advice, and software/product support to in-person customers, building long-term relationships and growing TurboTax’s client base through local marketing and outreach.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Have an active PTIN 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 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.

Responsibilities

• Be a Proactive Community Ambassador and represent TurboTax locally.
• Provide hands-on tax advice and complete preparation services for customers.
• Deliver a best-in-class customer experience and build long-term client relationships.

Skills

Tax expertise

Customer service

Community outreach

Bilingual (English/Spanish)

On-site presence

Education

EA/CPA/Attorney license

Tools

CRM/Sales tools

Tax preparation software

Job description

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. This on-site role blends tax expertise with community engagement to help customers navigate their tax needs.

You will provide full-service tax return preparation, tax advice, and software/product support to in-person customers, building long-term relationships and growing TurboTax’s client base through local marketing and outreach.