TurboTax Retail Tax Expert - Onsite Community Growth

Intuit, Inc.; Huntington Beach (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, tax advice, and software support, helping clients achieve favorable financial outcomes.

You will grow Intuit’s local client base, engage with communities, and leverage marketing resources to build a thriving, trusted advisory practice while delivering excellent customer service in a retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience; deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional software.
• Familiarity with Circular 230.
• Must work onsite at a TurboTax location, Sunday–Saturday, for at least 20 hours per week.
• Interest in building local and online presence as a TurboTax Expert; creating tax content per Intuit policies.
• Bilingual (English/Spanish) communication is a plus.
• Experience in holistic tax advisory beyond tax filing.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

• Give 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 liabilities, maximize refunds, and provide tax planning advice.
• Utilize government resources, professional tools, and team expertise to deliver accurate tax solutions in everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Build long-term trust to convert one-time transactions into ongoing relationships.
• Interact with customers in-person and via Intuit video tools.
• Address client inquiries while helping overcome tax challenges.

Skills

EA/CPA/Attorney license

PTIN

State licenses

3+ years tax returns

Circular 230 knowledge

Onsite retail experience

Bilingual English/Spanish

Holistic tax advisory

Customer-facing retail

Uniform compliance

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, tax advice, and software support, helping clients achieve favorable financial outcomes.

You will grow Intuit’s local client base, engage with communities, and leverage marketing resources to build a thriving, trusted advisory practice while delivering excellent customer service in a retail environment.