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Seasonal Tax Expert - In-Store

Job Overview

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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
Employee Discounts
Retirement Plan

Job Description

Intuit is a leading financial software company known for its innovative products that simplify financial management for individuals and businesses. Among its prominent offerings is TurboTax, a widely recognized tax preparation software that empowers millions of Americans to manage their taxes with confidence and ease. Intuit is committed to powering prosperity around the world by helping customers navigate their financial lives effectively and securely. The company values innovation, diversity, and community engagement, creating a dynamic workplace where passionate individuals can thrive and make a meaningful impact.

The opportunity at Intuit as a Tax Expert - TurboTax Store is a unique seasonal and year-round role based in one of the new TurboTax retail locations across the United States. This role is ideal for proactive individuals with a passion for taxation and community involvement, who want to blend entrepreneurial spirit with tax expertise. The Tax Expert will work on-site, serving as a trusted advisor and ambassador for TurboTax within their local community, building long-term relationships with clients and driving customer loyalty. This position combines customer-facing interactions with expert tax preparation and advisory services, supporting customers both in-person and virtually.

As a Tax Expert, you will be instrumental in attracting new customers to the TurboTax brand in your area, utilizing TurboTax marketing resources and software solutions to grow your client portfolio. Your role involves providing comprehensive tax return preparation, detailed tax advice, and personalized support that caters to the unique financial situations of each client. Whether helping with simple individual tax returns or complex filings involving business income and amendments, your expertise will help reduce clients’ tax liabilities and maximize their refunds. You will also play a key role in educating the community at events and through content creation, making tax-related topics more approachable and understandable.

This position requires you to be highly personable and professional, with strong communication skills and the ability to engage customers authentically. You will work in a fast-paced retail environment, operating Sunday through Saturday and adapting to peak periods during tax season. Intuit offers competitive compensation ranging from approximately $28.00 to $36.00 per hour depending on location, along with performance-based rewards, cash bonuses, equity, and comprehensive benefits. The role also provides the opportunity to build a local and online presence as a tax expert, expanding your professional brand within the community.

This role is critical to Intuit’s mission of empowering individuals and small businesses to achieve financial prosperity, making tax season a less stressful and more rewarding experience. As a TurboTax Tax Expert, you will not only grow your career but also contribute to building a stronger, financially secure community, supported by the resources and reputation of one of the most trusted financial software companies in the world.

Job Requirements

  • Must reside within the United States
  • 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 Preparer Tax Identification Number (PTIN)
  • Minimum of 3 years of paid experience filing federal and state individual 1040 tax returns using professional tax preparation software
  • Must possess active, unrestricted credentials such as EA, CPA, or practicing attorney
  • 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
  • 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
  • Willing to wear a TurboTax uniform
  • 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
  • Give 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, 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
  • Deliver a best in class customer experience
  • Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals such as saving for retirement, college funds, weddings, or vacations
  • 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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