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Experienced Tax Professional - Retail

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $31.00 - $36.00
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Benefits

competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts

Job Description

Intuit, a leading financial software company, is dedicated to helping individuals and businesses manage their finances effectively. Known for its flagship products like TurboTax and QuickBooks, Intuit empowers millions of users worldwide to take control of their financial lives. TurboTax is one of the most trusted tax preparation platforms in the United States, offering easy-to-use software for a wide range of tax situations. The company values innovation, customer-centric solutions, and a mission to 'Power Prosperity Around the World.' Intuit continues to expand its reach by opening new TurboTax Store locations across the United States, creating opportunities for tax professionals to engage with local communities, provide expert tax services, and help customers achieve positive financial outcomes. This opportunity is ideal for individuals passionate about tax services, community involvement, and entrepreneurship.

As a Tax Expert at a TurboTax Store, you will play a critical role in this community-driven expansion. This position involves working onsite seasonally or year-round at one of the physical TurboTax Store locations, representing the brand in your local area. The core responsibility is not just tax preparation but also being a proactive community ambassador who connects with individuals and families to build trust and long-term relationships. The role requires an entrepreneurial approach where you leverage marketing support from TurboTax and utilize advanced tax software tools to deliver personalized tax solutions. You will provide hands-on tax advice, prepare tax returns that range from simple to complex, and advise clients on deductions, amendments, and tax planning strategies. Using both in-person and virtual communication tools, you will guide customers through what can otherwise be a stressful, complex process and help them optimize their tax results.

This role is uniquely designed for tax professionals with recognized credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorneys with strong tax law experience. A Preparer Tax Identification Number (PTIN) and relevant state licenses or permits are required for compliance. A minimum of three years' experience handling at least 50 federal and state individual returns per tax season is necessary to provide expert service. The position is fast-paced and demands excellence in customer service, technology proficiency, and an ability to build a local and online presence as a trusted tax expert.

Intuit offers a competitive compensation package that is performance-based and varies by location, with hourly pay rates ranging from $28.00 to $36.00 depending on geography and expertise. Additionally, the role provides eligibility for cash bonuses, equity rewards, and other benefits. For those passionate about helping others navigate taxes, growing a business, and engaging with their communities, working as a Tax Expert at a TurboTax Store offers a rewarding and dynamic career pathway that supports both personal and professional growth.

Job Requirements

  • Must reside within the United States
  • must possess or be able to obtain any related state licenses, certificates, permits, or bonds
  • must be willing to wear a TurboTax uniform
  • must be willing to work in a front-facing retail environment
  • must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
  • ability to work in a fast-paced environment independently while managing multiple priorities
  • proficient with technology, including tax preparation software and CRM/sales tools

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
  • 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
  • familiar with Circular 230
  • must be comfortable working onsite at a TurboTax retail or flagship location
  • interest in building a local and online social presence as a Tax Expert
  • bilingual (English/Spanish) communication skills are a plus
  • experience in holistic tax advisory services beyond tax filing

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 taxes accessible and approachable
  • provide hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations including 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 government websites, professional tools, and team expertise to deliver accurate tax solutions in everyday language
  • create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals
  • connect with people to build long-term trust that fosters multi-year relationships
  • interact with customers both in-person and through Intuit���s video communication tools
  • address client inquiries while helping them overcome tax-related challenges

Job Criteria

Experience

No experience required


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