Tax Professional - Retail

About This Role

Working on-site at a TurboTax Retail or Flagship location, the Tax Professional serves as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

Responsibilities

• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)
• Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship
• Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools
• Address client inquiries while helping them overcome tax-related challenges

Requirements

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred
• Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
• 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
• 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
• Willing to wear a TurboTax uniform
• Willing to work in a front facing retail environment