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Senior Tax Expert – Retail

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 pay
Cash bonus
Equity rewards
comprehensive benefits
Paid Time Off
Employee Discounts
Retirement Plan

Job Description

Intuit is a leading financial software company renowned for its innovative solutions that empower individuals and businesses to manage their finances effectively. Among its flagship products is TurboTax, a user-friendly tax preparation software that has transformed the way millions of people file their taxes each year. Intuit’s mission, "Powering Prosperity Around the World," reflects its commitment to helping customers achieve financial success and peace of mind through cutting-edge technology and dedicated support. With a strong presence across the United States, Intuit continues to expand its reach by launching new TurboTax Store locations where customers can receive personalized tax assistance in a welcoming community environment.

The role of Tax Expert - TurboTax Store is a vital and dynamic position within these new retail locations. This seasonal, and in some cases year-round, opportunity involves working onsite at TurboTax retail or flagship locations across the U.S., helping customers navigate their tax preparation and planning needs with expertise and empathy. As a Tax Expert, you become much more than a tax preparer—you serve as a trusted advisor and community ambassador who builds long-lasting relationships. You will actively engage with the local community to attract new customers, lead events, and provide valuable tax-related content. Your ability to combine entrepreneurial spirit with tax knowledge will allow you to grow a loyal customer base while enhancing Intuit's presence and reputation.

Your daily activities will include onsite and virtual customer interactions using state-of-the-art TurboTax products and software. You will offer comprehensive tax return preparation services, including handling both simple and complex personal and business tax situations. You will perform tax calculations, advise customers on deductions and amendments, and provide proactive tax planning guidance to maximize refunds and minimize liabilities. In addition to technical expertise, your role requires exceptional customer service skills—building rapport, alleviating client stress, and assisting with inquiries to create a seamless and positive experience for every customer.

This role requires a minimum commitment of 20 hours per week, with the potential for increased hours during peak tax season. You will also take an active role in marketing efforts, representing TurboTax at events, engaging with prospects, and nurturing leads to foster loyalty and advocacy in your community. Strong technology skills and comfort working with CRM and sales tools are essential to managing your client portfolio effectively. Intuit offers competitive pay based on location and performance, along with the opportunity for cash bonuses, equity awards, and comprehensive benefits. If you are passionate about empowering people financially, enjoy community engagement, and have tax expertise, this position offers a rewarding platform to make a meaningful impact both for yourself and the people you serve.

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 a minimum of a high school diploma or equivalent
  • Must be legally authorized to work in the United States
  • Must be able to work onsite at TurboTax locations for at least 20 hours per week during tax season
  • Must have an active Preparer Tax Identification Number (PTIN)
  • Must be comfortable working in a fast-paced, customer-facing retail environment
  • Must have strong communication and interpersonal skills
  • Must be proficient with tax preparation software and technology
  • Must be willing to wear a TurboTax uniform
  • Must have active, unrestricted credentials such as EA, CPA, or Attorney with tax preparation expertise

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
  • 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 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
  • Deliver a best in class customer experience by creating an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
  • Connect with people to build the 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 video communication tools
  • Address client inquiries while helping them overcome tax-related challenges

Job Criteria

Experience

Mid Level (3-7 years)


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