Retail Customer Advisor - TurboTax Store

Intuit is a leading financial software company renowned for its innovative solutions that simplify financial management for individuals and businesses. As the creator of TurboTax, QuickBooks, and Mint, Intuit is committed to making complex financial processes more accessible and user-friendly. TurboTax, one of their flagship products, revolutionizes tax preparation by offering easy-to-use, reliable, and efficient tools that empower customers to file their taxes confidently and accurately. Intuit’s culture emphasizes customer obsession, innovation, and integrity, fostering an environment where employees thrive by making a meaningful impact on people’s financial well-being. With a dedication to inclusive hiring and continuous improvement, Intuit provides competitive compensation and comprehensive benefits, supporting its workforce across various locations including the Bay Area, Southern California, Illinois, Maryland, Minnesota, New Jersey, New York, and Washington.

The in-person Customer Advisor role at TurboTax is a hospitality-focused position designed for individuals passionate about delivering exceptional customer experiences. This role is essential in shaping the first impression and overall experience of customers who visit TurboTax retail locations. Unlike traditional tax preparer roles, the Customer Advisor serves as a compassionate, knowledgeable, and approachable guide who ensures every visitor feels welcomed, understood, and supported. The primary focus is on providing high-touch, personalized service that goes beyond transactions, making customers feel genuinely cared for and confident that they are in the right hands.

As a Customer Advisor, you will greet customers warmly, listen attentively to their unique situations, and assist them by connecting them to the appropriate TurboTax services or experts who can address their specific needs. Your role is instrumental in reducing friction during the customer journey by answering questions, resolving concerns, and ensuring a smooth and supportive experience from arrival through to service completion. This year-round, non-exempt position requires a proactive, friendly, and patient individual who values hospitality and understands the critical impact of a positive customer experience. Seasonal contract positions may also be available.

The role demands excellent communication skills, empathy, and the ability to work a flexible schedule that includes evenings, weekends, and peak tax season hours up to 40 hours per week. You should be comfortable standing and moving throughout the store, maintaining professional standards in grooming, punctuality, and conduct. TurboTax Customer Advisors are not only frontline representatives but also vital contributors to the company’s ongoing efforts to refine its customer and employee experience. Feedback from Advisors helps shape improvements and uphold Intuit’s commitment to excellence.

Candidates with at least three years of relevant experience in hospitality, customer service, guest relations, or similar fields are preferred. A high school diploma or GED is required, and experience in retail or hospitality environments is advantageous. Benefits of this role include access to comprehensive health coverage, 401(k) with company match, paid time off, employee stock purchase plans, and more, reinforcing Intuit’s dedication to employee well-being and work-life balance.

In summary, the TurboTax Customer Advisor position is ideal for service-oriented professionals enthusiastic about hospitality and customer care. It offers a unique opportunity to influence customer experiences positively within a respected financial technology company, support a high-profile product, and grow within a culture that celebrates continuous improvement and customer focus. If you are driven by providing meaningful service and enjoy engaging with diverse customers, joining Intuit’s TurboTax team is a compelling career choice with competitive pay and robust benefits.