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Experienced Tax Expert – In-Store

Job Overview

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Employment Type

Seasonal
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Compensation

Hourly
Range $31.00 - $36.00
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Benefits

competitive pay
Cash bonus
Equity rewards
comprehensive benefits
Career growth opportunities
supportive work environment
Marketing support

Job Description

Intuit is a leading financial software company dedicated to powering prosperity around the world through innovative products like TurboTax, QuickBooks, and Mint. Known for its dynamic and purpose-driven culture, Intuit continually strives to empower individuals and businesses to manage their financial lives with confidence and ease. The company offers a range of opportunities for professionals seeking to make a meaningful impact by combining deep expertise with a passion for community engagement. As a recognized leader in tax preparation software, Intuit values entrepreneurial spirit, customer-centricity, and the ability to adapt in a fast-paced environment.

The role of Tax Expert - TurboTax Store is a unique seasonal and year-round opportunity within Intuit’s expanding network of TurboTax retail locations across the United States. This position enables highly motivated tax professionals to leverage their tax expertise and interpersonal skills to serve customers both in person and virtually. Working on-site at a TurboTax location, Tax Experts build long-term relationships by providing comprehensive tax preparation, advice, and software support. The role combines technical acumen with a community ambassador mindset, positioning the Tax Expert as a trusted advisor and local presence for TurboTax, helping to grow the brand’s client base and foster customer loyalty.

Tax Experts will engage actively with their local communities by attending and leading events, creating accessible tax-related content, and nurturing new client relationships with personalized service. Their ability to understand each customer’s unique financial situation helps alleviate the stress associated with tax filing and empowers clients to make informed decisions about their financial goals, such as saving for retirement or planning for college expenses. This consumer-focused, entrepreneurial role also offers the chance to build a personal brand with the support of TurboTax marketing resources and tools.

Intuit supports Tax Experts with state-of-the-art technologies and resources to deliver accurate, compliant tax solutions, including addressing complex situations involving deductions optimization, amendments, and strategic tax planning. The position is nonexempt and requires the Tax Expert to be onsite during store hours, which can scale in response to seasonal demand. Candidates can discuss their availability and career goals during the interview process to align with work schedules that best fit their needs.

Offering competitive pay based on location and performance, the role comes with opportunities for cash bonuses, equity rewards, and access to Intuit’s comprehensive benefits. The expected hourly wage varies across states, typically ranging from $28.00 to $36.00. This role requires candidates who are passionate about tax advisory, possess relevant professional credentials, and enjoy building meaningful connections with customers. Ideal candidates exhibit strong communication skills, entrepreneurial mindset, and the drive to represent TurboTax proudly in their communities while delivering best-in-class customer experiences. Intuit fosters a supportive environment where professionals can grow their careers while contributing to the financial well-being of individuals and families nationwide.

Job Requirements

  • must reside within the united states
  • must possess or be able to obtain any related state licenses certificates permits or bonds
  • minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
  • have an active preparer tax identification number ptin as required by law to file taxes
  • possess active unrestricted credentials ea enrolled agent cpa certified public accountant or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws
  • must be comfortable working onsite at a TurboTax retail or flagship location sunday through saturday for a minimum of 20 hours per week
  • must be willing to wear a TurboTax uniform
  • must be willing to work in a front facing retail environment
  • familiarity with circular 230
  • interest in building a local and online social presence as a tax expert
  • must reside within the united states

Job Qualifications

  • possess active unrestricted credentials ea enrolled agent cpa certified public accountant or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws
  • have an active preparer tax identification number ptin as required by law to file taxes
  • must possess or be able to obtain any related state licenses certificates permits or bonds
  • minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
  • familiarity with circular 230
  • must be 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 tax expert creating accessible tax related content and resources for your community in accordance with Intuit’s policies
  • bilingual english spanish communication skills are a plus
  • experience in holistic tax advisory services beyond tax filing
  • must be willing to wear a TurboTax uniform
  • must be willing to work in a front facing retail environment

Job Duties

  • be a proactive community ambassador
  • 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 local events with the support of TurboTax participate in local marketing and make the topic of taxes accessible and approachable
  • provide tax expertise
  • give hands-on tax advice and complete preparation services for TurboTax clients handling simple to complex tax situations
  • 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
  • deliver a best in class customer experience
  • create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
  • 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

Job Criteria

Experience

No experience required


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