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Senior Tax Expert – Retail

Job Overview

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Employment Type

Temporary
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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
Career development opportunities

Job Description

Intuit, a leading financial software company known for its innovative solutions like TurboTax, is seeking passionate and motivated individuals to join their dynamic team as Tax Experts at new TurboTax store locations across the United States on a seasonal basis. Intuit is committed to empowering individuals and small businesses by providing robust, user-friendly tax preparation software that simplifies the complex tax filing process. With a mission focused on 'Powering Prosperity Around the World,' Intuit fosters an environment where professional growth and community engagement intersect, empowering its employees and customers alike to achieve financial clarity and success.

The Tax Expert - TurboTax Store role is a unique opportunity that blends tax expertise with entrepreneurial spirit and community outreach. These part-time, seasonal positions are located onsite at various TurboTax stores, where tax professionals act as both trusted advisors and community ambassadors. The primary responsibility is to attract new customers, offer comprehensive tax filing services, and cultivate enduring client relationships within the locality. Tax Experts use TurboTax’s dynamic marketing tools and software to grow and manage their client base effectively while creating a welcoming and educational environment for customers tackling their tax needs.

In this position, Tax Experts will serve clients both in-person and remotely using Intuit’s cutting-edge technology. They will provide full-service tax preparation, including advice, calculations, and detailed support, addressing tax returns ranging from simple individual filings to complex personal and business tax scenarios. A critical element of the role is the ability to engage with clients personally, understanding their financial contexts, easing tax-related stress, and helping them maximize refunds and minimize liabilities. Tax Experts will participate in community events, local marketing efforts, and online engagement to enhance TurboTax's visibility and acceptance, developing trust and loyalty that extends far beyond the tax season.

These positions offer seasonal and year-round employment opportunities, with flexible hours tailored during the interview process to align with the candidate’s career goals and availability. Compensation varies by state, with base pay ranging typically between $28.00 and $36.00 per hour, plus eligibility for cash bonuses, equity rewards, and benefits. Intuit champions pay equity and transparency, ensuring competitive wages based on relevant experience, knowledge, skills, and location.

Working onsite at a TurboTax store requires commitment and an upbeat, approachable demeanor. Candidates must be comfortable working in a retail environment, engaging directly with customers, and wearing the TurboTax uniform. Bilingual capabilities or tax advisory experience beyond filing are advantageous. This role suits professionals who are entrepreneurial, tech-savvy, exceptional in customer service, and passionate about community involvement and financial education. The Tax Expert position at TurboTax represents not just a job, but a chance to be part of a mission-driven company dedicated to improving financial lives locally and nationally.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Able to work a minimum of 20 hours per week onsite at a TurboTax location
  • Willingness to work Sunday through Saturday with varying hours
  • Interest in community engagement and social media outreach
  • Bilingual skills in English/Spanish are a plus
  • Must be entrepreneurial, self-driven, and possess strong customer service skills

Job Qualifications

  • Possess active and unrestricted EA, CPA, or Attorney credentials
  • Hold an active Preparer Tax Identification Number (PTIN)
  • Minimum 3 years of paid tax preparation experience filing 50+ federal and state 1040 returns per season
  • Familiarity with Circular 230
  • Experience in holistic tax advisory services beyond filing
  • Strong verbal and written communication skills
  • Proficient with tax preparation software and CRM tools
  • Comfortable working in a retail environment
  • Willing to wear TurboTax uniform

Job Duties

  • Be a proactive community ambassador
  • Enthusiastically represent TurboTax locally
  • Engage with new prospects and nurture leads
  • Lead local marketing events
  • Provide hands-on tax advice and full tax preparation services
  • Facilitate discovery sessions to maximize client refunds and minimize liabilities
  • Deliver exceptional customer experience both in-person and virtually
  • Address client inquiries and tax-related challenges

Job Criteria

Experience

No experience required


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