TurboTax Retail Tax Expert & Community Advisor

Intuit Inc.; Keller (TX); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States, delivering in-person tax services and building community relationships.

As part of a collaborative team, you provide tax preparation, advice, and software support, help grow the client base, and ensure a high standard of customer experience while wearing a TurboTax uniform. This non-exempt role emphasizes local outreach, everyday language explanations, and responsible,

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more 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.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• 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
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a Proactive Community Ambassador: represent TurboTax locally, engage with prospects, nurture leads, and participate in local marketing to make taxes approachable.
• Provide Tax Expertise: give hands-on tax advice and complete preparation services, handle simple to complex tax situations, and perform tax planning.
• Deliver a Best in Class Customer Experience: ensure professionalism and helpfulness to help clients achieve financial goals, and interact via in-person and video tools.

Skills

EA/CPA/license

PTIN

State licenses

Tax preparation

Circular 230

Onsite 20 hours/week

Bilingual English/Spanish

Holistic tax advisory

Uniform wearing

Front-facing retail

Tools

Tax software

CRM

Job description

Intuit Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States, delivering in-person tax services and building community relationships.

As part of a collaborative team, you provide tax preparation, advice, and software support, help grow the client base, and ensure a high standard of customer experience while wearing a TurboTax uniform. This non-exempt role emphasizes local outreach, everyday language explanations, and responsible,