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Retail Tax Expert

Job Overview

briefcase

Employment Type

Seasonal
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Compensation

Hourly
Range $31.00 - $36.00
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Benefits

competitive compensation
Cash bonus
Equity rewards
health benefits
Paid Time Off
Professional Development
Technology support

Job Description

Intuit is a leading technology company that specializes in financial software. Renowned for its innovative products like TurboTax, QuickBooks, and Mint, Intuit empowers individuals, small businesses, and the self-employed to manage their finances effectively. With a mission of "Powering Prosperity Around the World," Intuit combines cutting-edge technology and deep financial expertise to help customers achieve their financial goals and improve their financial well-being. Known for its employee-centric culture and commitment to innovation, Intuit has established itself as a trusted brand in the financial technology landscape.

The Tax Expert - TurboTax Store position is a unique seasonal opportunity to join Intuit’s expanding retail presence through its new TurboTax locations across the United States. This role blends tax expertise with entrepreneurial spirit and a passion for community engagement. As a Tax Expert at TurboTax Store, you will work onsite, directly interacting with customers in-person and virtually, delivering full-service tax return preparation, advice, and software support. Your role is pivotal in growing TurboTax’s client base locally by acting as a community ambassador and trusted advisor. You will engage with the community through local events, outreach, and personalized tax consultations.

This position requires a proactive approach with a focus on building long-term client relationships and fostering customer loyalty. Using TurboTax’s marketing tools and software, you’ll empower individuals to navigate their tax challenges with confidence, identifying tax-saving opportunities and offering tailored advice. One of the core elements of this role is the ability to simplify complex tax information, helping customers feel comfortable and supported through the tax preparation process.

The role is flexible, offering both seasonal and year-round opportunities, with a work schedule that adapts to peak tax seasons. Candidates will have the chance to discuss their career goals and availability during the hiring process to ensure a mutual fit. Compensation is competitive and considers location, experience, and skills, along with eligibility for cash bonuses, equity rewards, and benefits.

This position is perfect for someone who is passionate about taxes and community engagement, enjoys working in a fast-paced retail environment, and wants to develop a business ownership mindset. It is ideal for credentialed professionals like Enrolled Agents (EA), Certified Public Accountants (CPA), or practicing attorneys with strong tax knowledge and a desire to connect personally with customers. Being bilingual and tech-savvy is a plus, as it helps better serve diverse community needs and leverage Intuit’s advanced technology.

In summary, the Tax Expert - TurboTax Store role offers a rewarding balance of tax preparation expertise, community connection, and entrepreneurial opportunity, all within the reputable framework of Intuit, a leader in financial software solutions. If you thrive on helping others and want to be part of a mission-driven company focused on financial prosperity, this position offers an excellent pathway to make a meaningful impact.

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 comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
  • Must have active, unrestricted credentials such as EA, CPA, or practicing attorney
  • Must have an active PTIN
  • Minimum of 3 years of paid tax preparation experience filing 50 or more individual 1040 tax returns per tax season
  • 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 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
  • 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 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
  • Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
  • 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


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