
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $31.00 - $36.00
Benefits
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Employee Discounts
Retirement Plan
Professional Development
Job Description
Intuit is a leading financial software company dedicated to helping individuals and businesses manage their financial lives with confidence and efficiency. As the developer of innovative products such as TurboTax, QuickBooks, and Mint, Intuit empowers millions of customers around the globe by simplifying complex financial tasks and driving financial prosperity. With a commitment to technology, customer-centric solutions, and community engagement, Intuit continues to evolve as a trusted partner for tax and financial needs. The company fosters a work culture grounded in diversity, inclusion, and making a meaningful impact in the communities it serves. The Tax Expert - TurboTax Store role is a seasonal and year-round opportunity to become an integral member of Intuit's team at new TurboTax retail locations across the United States. This unique position allows motivated individuals to leverage their tax expertise and entrepreneurial spirit in a local community setting, combining professional tax preparation services with a passion for empowering customers. Candidates will work on-site and have the opportunity to serve clients both in-person and virtually through advanced video communication tools offered by Intuit. As a Tax Expert, you will be a proactive community ambassador, representing TurboTax and becoming the trusted face of the brand in your locale. Your responsibilities extend beyond tax filing to include offering comprehensive tax advice, helping clients navigate simple to complex tax situations including personal and business income, deductions, amendments, and future tax planning. This role emphasizes building long-term customer loyalty by delivering exceptional client experiences, contributing to the financial wellbeing of individuals and families by not only preparing accurate returns but also educating clients on financial goals like saving for retirement, education, or other major life events. TurboTax marketing support and state-of-the-art software solutions back your efforts, allowing you to effectively grow your client base and communicate tax advice in plain, accessible language. This position requires a high degree of professionalism, empathy, and strong communication skills to connect with diverse clients and address tax-related challenges. Ideal candidates will be entrepreneurial, passionate about community engagement, and excited to showcase their expertise through local events, marketing initiatives, and social media, helping make taxes approachable and manageable for everyone. Compensation for this position is competitive across various states, with base pay ranging approximately from $28.00 to $36.00 per hour depending on location, alongside eligibility for cash bonuses, equity rewards, and employee benefits. Intuit values work-life balance and will work with candidates to match schedules during peak and off-peak seasons to fit individual career goals and availability. This job offers a rewarding opportunity to grow a business within a respected company that is committed to "Powering Prosperity Around the World" by making the tax filing process simpler, more informed, and customer-focused.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain related state licenses, certificates, permits, or bonds
- Must be comfortable working onsite at a TurboTax retail or flagship location
- Must have active preparer tax identification number (PTIN)
- Must have minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
- Must possess active, unrestricted credentials such as EA, CPA, or practicing attorney
- Must be available to work minimum 20 hours per week Sunday through Saturday
- Must be entrepreneurial and self-driven
- Must be willing to wear a TurboTax uniform
- Must have strong verbal and written communication skills
- Must be proficient with technology including tax preparation software and CRM/sales tools
Job Qualifications
- Possess active, unrestricted credentials such as EA, CPA, or practicing attorney with strong tax preparation experience
- Have an active preparer tax identification number (PTIN) required by law
- Must possess or be able to obtain 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 software
- Familiarity with Circular 230
- Comfortable working onsite at TurboTax retail or flagship locations
- Interest in building local and online social presence as a tax expert
- Bilingual English/Spanish communication skills are a plus
- Experienced in holistic tax advisory services beyond tax filing
- Willing to wear TurboTax uniform and work in a front-facing retail environment
Job Duties
- Be a proactive community ambassador
- Enthusiastically represent TurboTax locally, serving as a public face of TurboTax in the community
- Engage with new prospects, nurture leads, and convert prospects into long-term clients
- Lead local events and participate in local marketing initiatives
- Provide hands-on tax advice and complete preparation services for TurboTax clients
- Facilitate discovery sessions and tax reviews to uncover deductions and minimize tax liabilities
- Deliver best-in-class customer experience through professionalism and genuine interest in client financial goals
- Connect with clients to build long-term trust and loyalty
- Use Intuit’s video communication tools to serve customers virtually
- Address client inquiries and help overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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