Seasonal Tax Expert - In-Store

Intuit is a globally recognized technology company dedicated to delivering innovative financial solutions that empower individuals, small businesses, and the self-employed to manage their finances, pay taxes, and plan for the future. Known for its flagship TurboTax software, Intuit plays a pivotal role in simplifying tax preparation and financial management, making a complex process accessible for millions of customers every year. Intuit’s mission, "Powering Prosperity Around the World," reflects its commitment to fostering financial well-being and inclusion through cutting-edge technology and expert customer service. With a strong emphasis on community engagement and entrepreneurial spirit, Intuit continues to expand its reach by opening TurboTax Store locations across the United States.

The role of Tax Expert - TurboTax Store is a unique and dynamic position blending financial expertise, customer service, and salesmanship. This seasonal, onsite role at one of Intuit’s newly established TurboTax retail locations involves directly engaging with clients both in-person and virtually. The Tax Expert acts as a community ambassador, responsible for increasing TurboTax’s client base through proactive outreach, nurturing leads, and converting prospects into loyal customers. This role requires a deep understanding of tax laws and software, excellent interpersonal skills, and the entrepreneurial drive to build and grow a local client portfolio.

Tax Experts utilize TurboTax software and marketing resources to provide comprehensive tax return preparation services, including assistance with personal and business income, deduction optimization, amendments, and tax planning advice. They employ discovery sessions and tax reviews to identify potential savings, minimize tax liabilities, and maximize refunds, all while delivering communications in clear, everyday language tailored to each customer's unique situation. Central to the role is delivering an outstanding customer experience marked by professionalism and genuine interest in helping customers achieve their financial goals, whether saving for retirement, college funds, weddings, or vacations.

Candidates are expected to work onsite at TurboTax locations throughout the United States for a minimum of 20 hours per week, adhering to retail hours that may fluctuate during peak tax seasons. This position is suitable for individuals possessing active credentials such as EA, CPA, or practicing attorney status with extensive tax preparation experience and a valid Preparer Tax Identification Number (PTIN). Preference is given to those able to obtain necessary state licenses or certificates and who are comfortable operating in a front-facing retail environment.

Intuit offers competitive compensation with pay-for-performance incentives and potential bonuses, along with equity rewards and benefits. The base pay varies by state, reflecting cost of living and market standards. Intuit embraces a culture of diversity and inclusion, fostering a workplace environment supportive of career growth and community engagement. Tax Experts have the opportunity to showcase their knowledge not only through direct client interactions but also by building an online presence, participating in local events, and creating valuable tax-related content, contributing to Intuit’s broader marketing campaigns.

This position is ideal for motivated professionals passionate about taxation and community service who seek to combine their expertise with Intuit’s mission to empower prosperity. It offers a flexible yet structured work schedule with seasonal and year-round employment options, providing a fulfilling platform to enhance professional skills while positively impacting customers’ lives.