TurboTax Retail Expert - Local Tax Pro & Community Builder

Intuit, Inc.; Tustin (CA); On-site; USD 45,000 - 50,000; 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

Product discounts including TurboTax

Free TurboTax copy

Growth opportunities with TurboTax's网络

Job summary

Intuit, Inc. is seeking energetic 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 software support while building a local client base and lasting relationships.

The role emphasizes community engagement, face-to-face service, and a strong customer‑first approach. You will work in a retail environment, represent TurboTax locally, and leverage marketing support to grow

Qualifications

• Active, unrestricted professional tax licenses preferred (EA/CPA/attorney).
• PTIN ready to file taxes.Must meet state license requirements.
• Minimum 3 years of paid tax return experience using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Conduct discovery sessions to maximize deductions and refunds.
• Deliver personalized tax planning advice for clients.
• Support local marketing and grow the client base in the community.
• Engage with customers on-site and via Intuit tools to build trust.

Skills

Customer service excellence

English/Spanish bilingual

Community outreach

Sales & relationship building

On-site retail operations

Education

EA license

CPA license

Attorney license

PTIN

State licenses/certificates

30+ tax returns prepared

Tools

TurboTax software

CRM software

Job description

Intuit, Inc. is seeking energetic 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 software support while building a local client base and lasting relationships.

The role emphasizes community engagement, face-to-face service, and a strong customer‑first approach. You will work in a retail environment, represent TurboTax locally, and leverage marketing support to grow