
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $31.00 - $36.00
Benefits
Cash bonus
Equity rewards
competitive pay
benefits package
Retirement Plan
Paid Time Off
Training and Development
Job Description
Intuit is a leading financial software company known for innovative products like TurboTax, QuickBooks, and Mint, which empower individuals and businesses to manage their finances with confidence and ease. Established as a trusted brand in the tax preparation and financial management industry, Intuit’s mission is to Power Prosperity Around the World by simplifying complex financial tasks for millions of customers globally. Operating as a technology-driven organization, Intuit fosters a culture of collaboration, inclusivity, and growth, empowering employees and customers alike through cutting-edge solutions and exceptional support.
This exciting opportunity is with Intuit's TurboTax Store, a retail extension designed to engage directly with customers seeking expert tax preparation assistance in physical locations across the United States. The Tax Expert - TurboTax Store role is a seasonal position with the option for year-round employment, offering flexibility to accommodate different schedules and career goals. Compensation varies by location, ranging approximately from $28.00 to $36.00 per hour, commensurate with experience and geographic area. Additional financial rewards include eligibility for cash bonuses, equity rewards, and other benefits, reflecting Intuit’s pay-for-performance philosophy and commitment to equitable compensation.
As a Tax Expert at a TurboTax Store, you will act as both a trusted advisor and a community ambassador, helping clients navigate their tax filing needs with professionalism and care. This role involves working on-site at TurboTax retail or flagship locations, where you will build long-term relationships with new and returning customers by delivering personalized tax preparation services and financial advice. The position uniquely combines tax expertise with entrepreneurial spirit and local community engagement—the ideal candidate is not only skilled in tax laws and software but is passionate about making tax topics accessible and stress-free for a diverse clientele.
Your day-to-day responsibilities will include providing comprehensive tax return preparation for a wide range of clients, from simple individual returns to more complex business filings and amendments. You will conduct discovery sessions to uncover deductible expenses, minimize tax liabilities, and maximize refunds while offering tailored future tax planning advice. Using TurboTax’s advanced software tools and resources, you will guide customers through the tax process efficiently and accurately.
Beyond tax preparation, this role emphasizes building an outstanding customer experience by connecting with clients genuinely and patiently. Whether interacting in-person or via state-of-the-art video communication tools, you will nurture client trust that transforms one-time interactions into loyal, multi-year relationships. Your role as a community ambassador will involve active participation in local marketing events, public forums, and content creation to enhance TurboTax’s presence in your community. This includes leading and supporting events, managing social media channels, and educating clients through accessible tax tips and resources.
The Tax Expert position requires at least 3 years of professional tax preparation experience, an active Preparer Tax Identification Number (PTIN), and professional certifications such as EA, CPA, or attorney credentials. Familiarity with Circular 230 and the ability to work a minimum of 20 onsite hours per week in a retail environment are essential. Intuit seeks candidates who are entrepreneurial, customer-focused, technologically savvy, and eager to contribute to the company’s mission while growing their own business within their local market. Bilingual candidates (English/Spanish) and those with holistic tax advisory experience are especially encouraged to apply.
This role offers a unique blend of professional growth, community involvement, and financial reward. Intuit’s competitive compensation package reflects its dedication to valuing expertise and performance. You will also benefit from working in a supportive environment that values diversity, innovation, and continuous learning. If you are passionate about taxes, enjoy engaging with people, and desire to build a thriving business as part of a leading financial technology company, the Tax Expert - TurboTax Store opportunity at Intuit is an excellent fit for you.
This exciting opportunity is with Intuit's TurboTax Store, a retail extension designed to engage directly with customers seeking expert tax preparation assistance in physical locations across the United States. The Tax Expert - TurboTax Store role is a seasonal position with the option for year-round employment, offering flexibility to accommodate different schedules and career goals. Compensation varies by location, ranging approximately from $28.00 to $36.00 per hour, commensurate with experience and geographic area. Additional financial rewards include eligibility for cash bonuses, equity rewards, and other benefits, reflecting Intuit’s pay-for-performance philosophy and commitment to equitable compensation.
As a Tax Expert at a TurboTax Store, you will act as both a trusted advisor and a community ambassador, helping clients navigate their tax filing needs with professionalism and care. This role involves working on-site at TurboTax retail or flagship locations, where you will build long-term relationships with new and returning customers by delivering personalized tax preparation services and financial advice. The position uniquely combines tax expertise with entrepreneurial spirit and local community engagement—the ideal candidate is not only skilled in tax laws and software but is passionate about making tax topics accessible and stress-free for a diverse clientele.
Your day-to-day responsibilities will include providing comprehensive tax return preparation for a wide range of clients, from simple individual returns to more complex business filings and amendments. You will conduct discovery sessions to uncover deductible expenses, minimize tax liabilities, and maximize refunds while offering tailored future tax planning advice. Using TurboTax’s advanced software tools and resources, you will guide customers through the tax process efficiently and accurately.
Beyond tax preparation, this role emphasizes building an outstanding customer experience by connecting with clients genuinely and patiently. Whether interacting in-person or via state-of-the-art video communication tools, you will nurture client trust that transforms one-time interactions into loyal, multi-year relationships. Your role as a community ambassador will involve active participation in local marketing events, public forums, and content creation to enhance TurboTax’s presence in your community. This includes leading and supporting events, managing social media channels, and educating clients through accessible tax tips and resources.
The Tax Expert position requires at least 3 years of professional tax preparation experience, an active Preparer Tax Identification Number (PTIN), and professional certifications such as EA, CPA, or attorney credentials. Familiarity with Circular 230 and the ability to work a minimum of 20 onsite hours per week in a retail environment are essential. Intuit seeks candidates who are entrepreneurial, customer-focused, technologically savvy, and eager to contribute to the company’s mission while growing their own business within their local market. Bilingual candidates (English/Spanish) and those with holistic tax advisory experience are especially encouraged to apply.
This role offers a unique blend of professional growth, community involvement, and financial reward. Intuit’s competitive compensation package reflects its dedication to valuing expertise and performance. You will also benefit from working in a supportive environment that values diversity, innovation, and continuous learning. If you are passionate about taxes, enjoy engaging with people, and desire to build a thriving business as part of a leading financial technology company, the Tax Expert - TurboTax Store opportunity at Intuit is an excellent fit for you.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must have an active Preparer Tax Identification Number (PTIN)
- Must have a 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
- Must be comfortable working onsite at a TurboTax retail or flagship location 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
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 (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
- Deliver a best in class customer experience
- 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
Job Criteria
Experience
No experience required
Job Location
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