
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $31.00 - $36.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
bonus
equity
Employee Discounts
Job Description
Intuit is a renowned technology company specializing in financial software solutions aimed at empowering individuals, small businesses, and the accounting professionals who serve them. Recognized globally for its innovative products such as QuickBooks, TurboTax, and Mint, Intuit's mission is to 'Power Prosperity Around the World' by creating cutting-edge platforms that simplify complex financial tasks and enhance financial well-being. TurboTax, one of Intuit’s flagship products, is an industry-leading tax preparation software designed to help millions of customers file their taxes accurately and efficiently each year. Through a combination of user-friendly technology and expert support, TurboTax enables people to confidently manage their tax filings and maximize their refunds.
Intuit is currently hiring passionate and motivated individuals for the role of Tax Expert - TurboTax Store, available in various new TurboTax retail locations across the United States on a seasonal or year-round basis. This role is uniquely positioned at the intersection of tax expertise, entrepreneurial spirit, and community engagement. Working on-site at a TurboTax location, a Tax Expert serves as an enthusiastic community ambassador and trusted advisor, fostering local relationships and delivering tailored tax solutions that address the distinctive financial scenarios faced by each customer. This position plays a critical role in expanding TurboTax’s client base within local communities by leveraging the powerful marketing support and state-of-the-art tax software provided by Intuit.
The Tax Expert is committed to offering comprehensive tax preparation services, including filing simple to complex tax returns such as personal and business income, deductions optimization, and amendment filings. The role requires keen attention to detail and a personalized approach to tax consultations in order to minimize tax liabilities, uncover potential deductions, maximize refunds, and provide valuable future tax planning advice. Customer engagement is both in-person and virtual, utilizing Intuit’s advanced video communication tools to ensure accessible and convenient service. Providing an exceptional customer experience that encourages long-term client loyalty is paramount, with emphasis on professionalism, empathy, and genuine interest in helping clients achieve their financial goals such as saving for retirement, education, weddings, or vacations.
This nonexempt position requires on-site presence and offers flexible scheduling, typically requiring a minimum commitment of 20 hours per week, with scalability during peak tax season. The role’s work environment is fast-paced and dynamic, demanding strong multitasking skills, technological proficiency including experience with tax preparation software and CRM tools, and the ability to operate independently. Candidates are encouraged to have an entrepreneurial mindset to actively grow their client portfolio, contribute to local marketing initiatives, and engage with their community through educational content creation and hosting local events.
Intuit values diversity, inclusion, and pay equity, conducting regular reviews to ensure fair compensation practices. The expected base pay varies by location, generally ranging from $28.00 to $36.00 per hour. The position also offers bonuses, equity rewards, and a comprehensive benefits package aligned with Intuit’s commitment to employee well-being and career development.
Intuit is currently hiring passionate and motivated individuals for the role of Tax Expert - TurboTax Store, available in various new TurboTax retail locations across the United States on a seasonal or year-round basis. This role is uniquely positioned at the intersection of tax expertise, entrepreneurial spirit, and community engagement. Working on-site at a TurboTax location, a Tax Expert serves as an enthusiastic community ambassador and trusted advisor, fostering local relationships and delivering tailored tax solutions that address the distinctive financial scenarios faced by each customer. This position plays a critical role in expanding TurboTax’s client base within local communities by leveraging the powerful marketing support and state-of-the-art tax software provided by Intuit.
The Tax Expert is committed to offering comprehensive tax preparation services, including filing simple to complex tax returns such as personal and business income, deductions optimization, and amendment filings. The role requires keen attention to detail and a personalized approach to tax consultations in order to minimize tax liabilities, uncover potential deductions, maximize refunds, and provide valuable future tax planning advice. Customer engagement is both in-person and virtual, utilizing Intuit’s advanced video communication tools to ensure accessible and convenient service. Providing an exceptional customer experience that encourages long-term client loyalty is paramount, with emphasis on professionalism, empathy, and genuine interest in helping clients achieve their financial goals such as saving for retirement, education, weddings, or vacations.
This nonexempt position requires on-site presence and offers flexible scheduling, typically requiring a minimum commitment of 20 hours per week, with scalability during peak tax season. The role’s work environment is fast-paced and dynamic, demanding strong multitasking skills, technological proficiency including experience with tax preparation software and CRM tools, and the ability to operate independently. Candidates are encouraged to have an entrepreneurial mindset to actively grow their client portfolio, contribute to local marketing initiatives, and engage with their community through educational content creation and hosting local events.
Intuit values diversity, inclusion, and pay equity, conducting regular reviews to ensure fair compensation practices. The expected base pay varies by location, generally ranging from $28.00 to $36.00 per hour. The position also offers bonuses, equity rewards, and a comprehensive benefits package aligned with Intuit’s commitment to employee well-being and career development.
Job Requirements
- Must reside within the United States
- must possess or be able to obtain any related state licenses, certificates, permits, or bonds
- active, unrestricted credentials such as EA, CPA, or practicing attorney
- active Preparer Tax Identification Number (PTIN)
- minimum 3 years of paid experience filing 50 or more individual 1040 tax returns using professional tax software per season
- must be comfortable working onsite at TurboTax location for minimum 20 hours per week
- willingness to wear TurboTax uniform
- ability to work in a front facing retail environment
- familiarity with Circular 230
- interest in building local and online social presence
- strong verbal and written communication skills
- proficient with tax prep software and CRM tools
- entrepreneurial mindset
- passionate about customer empowerment and community engagement
Job Qualifications
- Possess active, unrestricted credentials such as 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 such as personal and business income, deductions optimization, and 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
- deliver a best in class customer experience
- create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals such as saving for retirement, college funds, weddings, or vacations
- connect with people to build 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
Job Location
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