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Seasonal Tax Expert - In-Store

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 package
Strong pay for performance rewards
Cash bonus eligibility
Equity rewards
health benefits
Career growth opportunities

Job Description

Intuit is a leading financial software company recognized globally for its innovative products that empower individuals and businesses to manage their finances effectively. Specializing in tax preparation software, accounting solutions, and small business services, Intuit has a strong commitment to helping customers achieve financial prosperity. The company operates in a highly competitive market, continuously evolving to deliver cutting-edge technology, expert advice, and exceptional customer experiences. As pioneers in financial technology, Intuit combines its robust product offerings with a mission to "Power Prosperity Around the World," providing users with tools that simplify complex financial tasks and support informed financial decisions.

The Tax Expert - TurboTax Store position is a unique opportunity to join the TurboTax brand in one of its retail locations across the United States on a seasonal or year-round basis. This role is designed for tax professionals who bring an entrepreneurial mindset and a passion for community engagement. Working on-site at a TurboTax location, the Tax Expert is responsible for growing TurboTax’s client base by proactively engaging with community members and providing personalized tax services. This role requires a deep understanding of tax laws, excellent communication skills, and the ability to build lasting relationships with customers.

The Tax Expert will act as both a knowledgeable advisor and a local ambassador for TurboTax, creating a trusted presence within the community. Leveraging TurboTax marketing resources and advanced software tools, the Tax Expert helps customers navigate their tax situations with confidence. Whether assisting with simple individual returns or complex tax scenarios involving business income and deductions, the Tax Expert is committed to maximizing client refunds and minimizing liabilities.

Providing hands-on tax preparation and advisory services, the Tax Expert conducts tax reviews, facilitates discovery sessions to uncover potential deductions, and offers future tax planning guidance. This role calls for a passionate individual who enjoys working in a community-focused environment, building long-term client loyalty, and demonstrating exceptional customer service. The Tax Expert uses both in-person interaction and virtual communication tools to reach and support an expanding client base.

With a competitive compensation package, including a strong pay-for-performance rewards system, candidates can expect a dynamic work environment with opportunities for career growth. Intuit values diversity, inclusion, and equity, ensuring fair compensation through regular pay equity analyses. The base pay ranges vary by location, reflecting cost of living differences and local market conditions, alongside potential cash bonuses, equity rewards, and other benefits.

This role is ideal for tax professionals holding active credentials such as EA, CPA, or practicing attorneys with substantial tax preparation experience. The position requires filing expertise and possession of a Preparer Tax Identification Number (PTIN). Candidates must be comfortable working in a retail setting, willing to wear a TurboTax uniform, and engage with clients in a friendly, professional manner. Bilingual skills and holistic tax advisory experience are advantageous.

Joining Intuit as a Tax Expert in a TurboTax store means being at the forefront of community outreach and financial empowerment, blending tax expertise with entrepreneurial spirit to help individuals and small businesses thrive. If you are passionate about taxes, community engagement, and customer service, and want to be part of an innovative and supportive company, this role offers a rewarding and impactful career path.

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
  • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
  • Comfortable working onsite at a TurboTax retail or flagship location Sunday through Saturday for at least 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 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
  • 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 by giving hands-on tax advice and complete preparation services handling simple to complex tax situations
  • 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 by creating exceptional interactions through professionalism and genuine interest in helping clients achieve their financial goals
  • Connect with people to build long-term trust turning one-time transactions into loyal multi-year relationships
  • Interact with customers both in-person and through Intuit's state-of-the-art video communication tools
  • Address client inquiries helping them overcome tax-related challenges

Job Criteria

Experience

No experience required


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