Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Credentialed Tax Advisor

$32.5 - $36 per hour

Intuit

Job Description

Overview\n

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.” 

\n
\n

About the Role: In this role, 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.

\n
\n

You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

\n
\n

Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

\n
\n

This role is non-exempt and requires onsite presence at a TurboTax location in the United States. 

\n
\n

What You’ll Do:

\n
\n

Be a Proactive Community Ambassador

\n
    \n
  • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
  • \n
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
  • \n
  • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. 
  • \n
\n
\n

Provide Tax Expertise 

\n
    \n
  • 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). 
  • \n
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. 
  • \n
  • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 
  • \n
\n
\n

Deliver a Best in Class Customer Experience

\n
    \n
  • 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). 
  • \n
  • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • \n
  • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. 
  • \n
  • Address client inquiries while helping them overcome tax-related challenges.
  • \n
\n
\n
\n

What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 

\n

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

\n

discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support 

\n
\n

Key Qualifications

\n

Who You Are:

\n
    \n
  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. 
  • \n
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • \n
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • \n
  • 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.
  • \n
  • Familiarity with Circular 230
  • \n
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
  • \n
  • 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
  • \n
  • Bilingual (English/Spanish) communication skills are a plus
  • \n
  • Experience in holistic tax advisory services beyond tax filing
  • \n
  • Must be willing to wear a TurboTax uniform
  • \n
  • Must be willing to work in a front facing retail environment
  • \n
\n
\n

Attributes & Skills: 

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

Additional Requirements:

\n

Must reside within the United States.

\n

Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

\n
\n

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

\n

California $32.50 - $36.00

\n

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Credentialed Tax Advisor in Downey, CA vacancy
  •  ...locations across the United States. You will provide full-service tax preparation, tax advice, and software support while building...  ...and growing the client base. Ideal candidates have active tax credentials (EA/CPA/attorney) and a proven track record with tax filings. This... 
    Suggested
    Full time
    Part time
    Local area

    Intuit Inc.

    Los Angeles, CA
    3 days ago
  • $32.5 - $36 per hour

     ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to...  .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while... 
    Suggested
    Local area

    Intuit

    Anaheim, CA
    1 day ago
  • $100k - $130k

     ...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen...  ...as leaders, colleagues and trusted advisors. We equip you with world-class education,...  ...advanced degree (MAcc, MST, JD);Advanced credential or desire to obtain advanced credential... 
    Suggested
    Full time
    H1b
    Local area
    Work visa

    Andersen Tax

    Los Angeles, CA
    1 day ago
  • A technology firm is seeking a Tax Expert to assist customers with their taxes remotely. This role requires at least 2 years of experience in tax preparation and a valid credential (EA/CPA/Practicing Attorney). Responsibilities include providing tax advice, managing inquiries... 
    Suggested
    Remote job
    Flexible hours

    Dev

    Downey, CA
    4 days ago
  •  ...discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background... 
    Suggested
    Full time
    Part time
    Seasonal work
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Norwalk, CA
    15 hours ago
  • $16.65 - $20.55 per hour

     ...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and... 
    Hourly pay
    Minimum wage
    Temporary work
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Paramount, CA
    2 days ago
  •  ...H&R Block in Paramount, CA is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required; training starts day one, and you will learn to explain tax concepts... 
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Paramount, CA
    4 days ago
  •  ...Intuit is seeking TurboTax Retail Experts to provide in-person tax return preparation and advice at TurboTax Retail or Flagship locations in the United States. You will engage customers, build local relationships, and grow a trusted tax advisory presence in the community... 
    Local area

    American Accounting Association

    Anaheim, CA
    4 days ago
  •  ...salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers ! Join our team for an exciting seasonal opportunity that offers flexible schedules . Leverage your tax expertise, business... 
    Full time
    Part time
    Seasonal work
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Downey, CA
    4 days ago
  • $92.8k - $132.25k

     ...TeamOur Global Trade practice is a national practice within Deloitte Tax LLP's Indirect Tax business and advises U.S. and foreign...  ...Export Control Officer)Where applicable, non-US citizen qualifying credentials:Foreign equivalent of the above certificationsCUSICO (Certified... 
    Work at office
    Local area
    Worldwide

    Deloitte

    Los Angeles, CA
    4 days ago
  • $260k

     ...Mid/Senior-Level Transactional Tax Associate Join to apply for the Mid/Senior-Level Transactional Tax Associate role at Baker McKenzie...  ...law in which there is limited formal guidance. Top academic credentials are a prerequisite; an LLM in taxation is not required, but may... 
    Hourly pay
    Full time
    Work at office
    Local area
    Worldwide

    Baker McKenzie

    Los Angeles, CA
    15 hours ago
  • $81.13k - $164.57k

     ...At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry... 
    Full time
    Local area

    KPMG

    Los Angeles, CA
    19 days ago
  •  ...Tax Accountant - Remote - Birmingham, AL To Apply Now - email your resume to [emailprotected] Who: An experienced tax professional with at least 3 years of public accounting experience. What: Prepare and review tax returns for individuals, LLCs, and corporations while... 
    Work at office
    Immediate start
    Remote work

    GrabJobs

    Downey, CA
    2 days ago
  •  ...Job Description Position Summary We are seeking a skilled Tax Preparer with 3–5 years of experience preparing individual and...  ...manage multiple clients simultaneously. ~ Enrolled Agent or CPA credential is a plus, but not required. \nCompany Description At Oren... 

    OREN HEN EA INC

    Los Angeles, CA
    14 days ago
  • $65k - $70k

     ...not required (we will provide training) ~ Bachelor's degree in Accounting or related field preferred ~ Certified Bookkeeper credential is a plus, but not required ~ Attention to detail, accuracy, and reliability ~ Strong communication skills, with the ability... 
    Casual work
    Work at office
    Flexible hours

    TopMark Funding, LLC

    Whittier, CA
    2 days ago
  • $60k - $70k

    Location: Remote (Southern California applicants preferred) Employment Type: Full-Time Salary Range: $60,000 – $70,000 per year Reference ID: Well767X Company: Pathway Capital Management Pathway Capital Management is seeking a detail-oriented and proactive Accounting Specialist...
    Full time
    Remote work

    School Result

    South Gate, CA
    4 days ago
  • $28 - $33 per hour

     ...locations. Potential Customer Requirements Notice Undergo additional background screens and/or drug/alcohol testing for customer credentialing. Americans With Disabilities Act (ADA) Ecolab will provide reasonable accommodation (such as a qualified sign language... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Local area
    Worldwide
    Visa sponsorship
    Monday to Friday

    Ecolab

    Los Angeles, CA
    1 day ago
  • $19 - $22 per hour

     ...Seasonal Tax Preparer Opportunity Calling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You... 
    Hourly pay
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Lakewood, CA
    3 days ago
  • $81.13k - $164.57k

     ...At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry... 
    Full time
    Local area
    Visa sponsorship

    KPMG

    Los Angeles, CA
    a month ago
  • $77k - $214k

    Industry/SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe...  ...of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).What Sets You Apart- Demonstrating... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Los Angeles, CA
    3 days ago
  • $77k - $214k

    Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs...  ...of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).What Sets You Apart- Utilizing... 
    Full time
    H1b

    PwC

    Los Angeles, CA
    15 hours ago
  • CLA in California is seeking a Tax Senior to join our tax practice in the SoCal area. You will prepare, supervise, and review diverse tax engagements, partner with clients for customized advisory services, and lead engagement management with a focus on excellence. We emphasize... 

    CLA (CliftonLarsonAllen)

    Los Angeles, CA
    15 hours ago
  • $125k - $175k

    JOB DESCRIPTION The ideal candidate will have meaningful previous transaction experience and the ability to captain deal execution processes. Associates will develop deliverables and work side‑by‑side with others on the deal team to create pitch materials, formulate business...
    Summer work
    Work at office
    Immediate start

    BDO USA

    Los Angeles, CA
    1 day ago
  •  ...Los Angeles is seeking a Senior Associate in our State & Local Tax (SALT) practice to serve on engagement teams supporting Fortune...  ...base salary, comprehensive benefits, and the path to advanced credentials. Applicants must be authorized to work in the United States; sponsorship... 
    Local area

    Andersen

    Los Angeles, CA
    1 day ago
  • $153.43k - $332.7k

     ...become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that...  ...licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of... 
    Full time
    Local area

    KPMG

    Los Angeles, CA
    29 days ago
  • Baker Tilly US is seeking a Tax Manager in Los Angeles, California. This role involves delivering tax and business advisory services to small business and middle-market clients, along with mentoring staff and managing client relationships. The ideal candidate should have... 

    Baker Tilly US

    Los Angeles, CA
    3 days ago
  • $90k - $130k

     ...Description Job Description Job Title: Accountant & Senior Tax Preparer Company: Bernstein Financial Services Location:...  ...Range: $90,000 – $130,000 per year (depending on experience and credentials) Experience Requirements: Individual Tax Prep: 5+ years... 
    Full time
    Work at office
    Monday to Friday
    Shift work

    BERNSTEIN FINANCIAL SERVICES INC

    Los Angeles, CA
    14 days ago
  • $74k - $95k

    5743 Smithway Street Suite 103 Commerce, CA 90040, USA Description The Cost Accounting Analyst supports the company’s manufacturing cost accounting activities, including inventory valuation, cost of goods sold, standard costing, and variance analysis. This role partners...

    Revolution Foods

    Commerce, CA
    2 days ago
  • $77k - $214k

    Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs...  ...of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).What Sets You Apart- Demonstrating... 
    Full time
    H1b

    PwC

    Los Angeles, CA
    2 days ago
  •  ...efficiency opportunities. This is a fully remote role with a strong focus on accuracy and compliance. The ideal candidate has 5+ years in accounting, CPA or related credentials preferred, and deep knowledge of QuickBooks Online and Excel. #J-18808-Ljbffr Breakdown Services Ltd
    Remote job

    Breakdown Services Ltd

    Los Angeles, CA
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Credentialed Tax Advisor. Be the first to apply!