TurboTax Retail Expert: Tax Advisor & Community Builder

Intuit, Inc.; Sammamish (WA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. seeks year-round TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You’ll provide in-person tax preparation, tax advice, and software support while building relationships with local communities.

Role emphasizes customer-focused service, driving client growth, and leveraging TurboTax marketing and tools to deliver accurate tax solutions in everyday language.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.

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, minimize tax liabilities, and maximize refunds.
• Deliver an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.

Skills

Tax license

PTIN holder

Onsite retail

Tax preparation

Bilingual English/Spanish

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks year-round TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You’ll provide in-person tax preparation, tax advice, and software support while building relationships with local communities.

Role emphasizes customer-focused service, driving client growth, and leveraging TurboTax marketing and tools to deliver accurate tax solutions in everyday language.