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Retail Tax Expert

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
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts

Job Description

Intuit is a leading financial software company dedicated to powering prosperity around the world. Renowned for developing products that simplify financial management and tax preparation, Intuit serves millions of customers through its TurboTax, QuickBooks, and Mint brands. The company has built an outstanding reputation for innovation, customer-centric solutions, and community engagement. Known for its cutting-edge technology and dynamic workplace culture, Intuit offers various career opportunities that attract highly motivated individuals seeking to make a positive impact on individuals and small businesses alike.

This particular job opening is for the position of Tax Expert - TurboTax Store, situated within one of Intuit's new TurboTax locations across the United States. As a seasonal or year-round opportunity, this role is designed for tax professionals with a passion for community engagement and entrepreneurial spirit. Working onsite at a TurboTax retail or flagship location, the Tax Expert will be a vital part of the team responsible for expanding TurboTax's local presence, building long-term client relationships, and delivering expert tax advice. The role encompasses in-person interactions and virtual customer service via advanced communication tools, aiming to make tax filing accessible and stress-free for customers.

The Tax Expert serves as both an advisor and a representative of TurboTax in the community. This entails becoming a proactive ambassador by participating in local events, nurturing prospects, and converting them into loyal clients. The position requires outstanding tax preparation skills, including handling complex tax situations such as personal and business income, deductions optimization, and amendments. Utilizing government resources, professional tools, and Intuit’s software, the Tax Expert will provide personalized and accurate tax solutions to diverse client needs.

Critical to success in this role is the ability to create exceptional customer experiences marked by professionalism, empathy, and genuine interest in helping clients achieve their financial goals—whether saving for retirement, college funds, or other life milestones. The individual will also be expected to actively contribute to marketing efforts both on-site and through local social and online platforms, thereby fostering community trust and solidifying TurboTax’s brand reputation.

In addition to tax expertise and customer service excellence, candidates must hold active credentials such as EA, CPA, or practicing attorney status, possess a valid Preparer Tax Identification Number (PTIN), and be comfortable working a flexible schedule including weekends. Bilingual skills, particularly in English and Spanish, are a plus, supporting Intuit’s commitment to accessible services for diverse communities. The Tax Expert will wear a TurboTax uniform and operate in a front-facing retail environment, requiring strong interpersonal skills and professionalism at all times.

Intuit offers a competitive compensation package based on location, with a strong emphasis on performance rewards and benefits. The base pay ranges from approximately $28 to $36 per hour, varying by state, with potential for cash bonuses, equity rewards, and comprehensive benefits. Intuit values pay equity and regularly reviews compensation across ethnicity and gender demographics to ensure fairness.

This dynamic role offers an exciting career path for tax professionals eager to leverage their expertise within a community-centric, technology-driven environment. Joining Intuit means becoming part of a mission to empower individuals and small businesses, making a tangible difference while growing a personal business and local network of clients.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Active credentials such as EA, CPA, or practicing attorney
  • Active Preparer Tax Identification Number (PTIN)
  • Minimum 3 years of professional tax preparation experience
  • Comfortable working onsite at TurboTax locations
  • Willingness to work a flexible schedule including weekends
  • Ability to engage with community and build client relationships
  • Proficient with tax software and communication tools
  • Good interpersonal and communication skills

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)
  • Possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Minimum of 3 years' paid experience filing 50 or more federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • 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
  • Willingness to wear a TurboTax uniform and work in a front-facing retail environment

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally as a public face
  • Engage with new prospects and nurture leads
  • Lead local events and participate in marketing
  • Provide hands-on tax advice and preparation services
  • Facilitate discovery sessions to optimize deductions and plan future taxes
  • Utilize resources to deliver accurate tax solutions in accessible language
  • Create exceptional customer experiences with professionalism and empathy
  • Build long-term trust and client relationships
  • Interact with customers both in-person and virtually
  • Address client inquiries and tax-related challenges

Job Criteria

Experience

No experience required


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