Retail Tax Expert

About the role

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year‑round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” You will work on‑site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in‑person customers who use Intuit TurboTax products.

Responsibilities

• Be a Proactive Community Ambassador – enthusiastically represent TurboTax locally, serve as a fixture and public face, engage with new prospects, nurture leads, convert prospects into long‑term clients through proactive outreach, lead and participate in local marketing with TurboTax support to make taxes accessible and approachable.
• Provide Tax Expertise – give hands‑on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (personal and business income, deductions optimization, amendments); facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice; utilize government websites, professional tools, and team expertise to deliver accurate solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience – create an exceptional experience through professionalism and genuine interest in helping clients achieve financial goals (saving for retirement, college funds, weddings, vacations); connect to build long‑term trust turning one‑time transactions into loyal multi‑year relationships; interact in‑person and via Intuit’s video communication tools; address inquiries and help overcome tax‑related challenges.

Requirements

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience; deep knowledge of tax law preferred.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• Ability 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.
• Willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week (hours may increase during peak demand).
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources per Intuit policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Willing to wear a TurboTax uniform and work in a front‑facing retail environment.
• Must reside within the United States.

Skills

• Passionate about empowering customers and helping them overcome taxation complexities.
• Passionate about your local community and excited to engage with Intuit to build its presence (speaking at events, building local/online social presence, creating tax tips and educational videos).
• Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, friendly and professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast‑paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Benefits

• 401(k) Savings Plan with company matching.
• Paid sick time.