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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 compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
retirement plans
Employee Discounts

Job Description

Intuit is a leading financial software company known for its innovative solutions designed to simplify financial management for individuals and businesses. With flagship products like TurboTax, QuickBooks, and Mint, Intuit empowers millions of customers worldwide to manage their finances efficiently and confidently. TurboTax, one of Intuit's most recognized brands, specifically caters to the complex needs of tax preparation and filing for individuals and small businesses. The company is committed to fostering prosperity across communities by enabling customers to achieve their financial goals through user-friendly technology and expert support.

The role of Tax Expert - TurboTax Store is a unique, seasonal opportunity available at various new TurboTax locations across the United States. It offers individuals with a passion for tax expertise and community engagement the chance to join a dynamic team dedicated to helping customers navigate tax season with ease and confidence. This position is a frontline role requiring an onsite presence, where you act as both a tax professional and a community ambassador. By leveraging TurboTax's marketing resources and advanced tax software, you will build a loyal client base within your local community, fostering both financial success for customers and business growth.

As a Tax Expert, you will provide comprehensive tax preparation services ranging from simple individual returns to more complex scenarios involving business income, deductions, amendments, and future tax planning strategies. You will serve customers in person and virtually, utilizing Intuit’s cutting-edge video communication tools to offer personalized support. Your ability to connect with clients on a personal level is crucial for reducing the stress often associated with tax filing and providing peace of mind through expert advice.

This role requires a proactive outreach mindset, where you serve as the public face of TurboTax in your community. Responsibilities include representing TurboTax at local events, nurturing leads, converting prospects into long-term clients, and educating the public about tax-related topics. You will be instrumental in making tax preparation accessible and approachable while cultivating long-lasting trust and loyalty with clients.

Intuit values entrepreneurial spirit and encourages Tax Experts to develop a local and online social presence, creating tax-related content and resources that align with company policies. The position offers flexible scheduling options to accommodate various career goals, with a minimum commitment of 20 hours per week during the tax season, and potential for year-round engagement. Compensation is competitive and based on performance, with additional opportunities for bonuses, equity rewards, and benefits.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain related state licenses, certificates, permits, or bonds
  • Must be comfortable working onsite at a TurboTax location Sunday through Saturday for minimum 20 hours per week
  • Must have active PTIN as required by law
  • Minimum 3 years paid experience filing 50+ individual 1040 tax returns per season
  • Must be able to obtain any necessary state licenses, certificates, permits, or bonds
  • Willingness to wear a TurboTax uniform
  • Willingness to work in a customer-facing retail environment

Job Qualifications

  • Possess active, unrestricted EA, CPA, or practicing attorney credentials
  • Hold an active Preparer Tax Identification Number (PTIN)
  • Minimum of 3 years of paid experience filing 50+ federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Comfortable working onsite at a TurboTax retail or flagship location
  • Ability to obtain related state licenses, certificates, permits, or bonds
  • Interest in building local and online social presence
  • Bilingual English/Spanish communication skills are a plus
  • Experience in holistic tax advisory services beyond filing
  • Willingness to wear TurboTax uniform and work in front-facing retail environment

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients
  • Lead local events with TurboTax support
  • Provide tax expertise including full service tax preparation and advice
  • Facilitate tax discovery sessions and reviews
  • Utilize professional resources for accurate tax solutions
  • Deliver a best in class customer experience
  • Build long-term trust and client relationships
  • Interact with customers in person and virtually
  • Address client inquiries and tax challenges

Job Criteria

Experience

Mid Level (3-7 years)


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