
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $31.00 - $36.00
Benefits
competitive pay
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Job Description
Intuit, a leading financial software company renowned for its innovation and commitment to empowering individuals and businesses worldwide, is seeking highly motivated individuals to join our dynamic team as Tax Experts - TurboTax Store. This exciting opportunity is available at one of our new TurboTax retail locations across the United States on a seasonal basis, with options for year-round engagement depending on scheduling needs and career goals. Intuit is the creator of TurboTax, the market-leading tax preparation software designed to simplify complex tax processes and maximize customer refunds. The company’s mission, "Powering Prosperity Around the World," reflects its dedication to helping customers achieve financial success through cutting-edge technology and personalized service.
As a Tax Expert - TurboTax Store, you will be the face of TurboTax in your local community, actively engaging customers both in-person and virtually. Your role is critical in growing TurboTax’s presence and client base, nurturing long-term relationships, and delivering expert tax preparation services that empower customers to achieve positive financial outcomes. This role perfectly blends tax expertise with entrepreneurial drive and community involvement, offering you the chance to build your own thriving business within the supportive ecosystem provided by Intuit.
Your daily responsibilities include providing hands-on tax advice and tax return preparation using professional software, handling simple to complex tax situations for individuals and small businesses. You will conduct discovery sessions to identify potential deductions, minimize tax liabilities, and offer future-focused tax planning guidance. By leveraging TurboTax’s marketing resources and user-friendly software, you will make tax filing accessible and less intimidating for customers. This customer-centric role emphasizes creating exceptional experiences by connecting with people on a personal level, understanding their unique financial goals, and fostering trust that transforms one-time customers into loyal clients.
Working onsite at a TurboTax retail or flagship location, you will play a pivotal role during the tax season, operating with flexibility to meet customer demand, often requiring a minimum of 20 hours per week including weekends. The position also involves active participation in local events, community outreach, and marketing initiatives, allowing you to build a robust local and online presence. Fluency in English and Spanish is a plus, broadening your ability to serve diverse communities effectively.
Intuit offers a competitive compensation package, including base pay ranging approximately between $28.00 and $36.00 per hour depending on location, alongside cash bonuses, equity rewards, and a comprehensive benefits suite. This position is ideal for experienced tax professionals such as Enrolled Agents, Certified Public Accountants, and practicing attorneys with strong tax preparation backgrounds who seek a dynamic role combining tax expertise, customer service, and community engagement. If you are passionate about empowering others and driven to grow your own business within a respected industry leader, this opportunity is designed for you.
As a Tax Expert - TurboTax Store, you will be the face of TurboTax in your local community, actively engaging customers both in-person and virtually. Your role is critical in growing TurboTax’s presence and client base, nurturing long-term relationships, and delivering expert tax preparation services that empower customers to achieve positive financial outcomes. This role perfectly blends tax expertise with entrepreneurial drive and community involvement, offering you the chance to build your own thriving business within the supportive ecosystem provided by Intuit.
Your daily responsibilities include providing hands-on tax advice and tax return preparation using professional software, handling simple to complex tax situations for individuals and small businesses. You will conduct discovery sessions to identify potential deductions, minimize tax liabilities, and offer future-focused tax planning guidance. By leveraging TurboTax’s marketing resources and user-friendly software, you will make tax filing accessible and less intimidating for customers. This customer-centric role emphasizes creating exceptional experiences by connecting with people on a personal level, understanding their unique financial goals, and fostering trust that transforms one-time customers into loyal clients.
Working onsite at a TurboTax retail or flagship location, you will play a pivotal role during the tax season, operating with flexibility to meet customer demand, often requiring a minimum of 20 hours per week including weekends. The position also involves active participation in local events, community outreach, and marketing initiatives, allowing you to build a robust local and online presence. Fluency in English and Spanish is a plus, broadening your ability to serve diverse communities effectively.
Intuit offers a competitive compensation package, including base pay ranging approximately between $28.00 and $36.00 per hour depending on location, alongside cash bonuses, equity rewards, and a comprehensive benefits suite. This position is ideal for experienced tax professionals such as Enrolled Agents, Certified Public Accountants, and practicing attorneys with strong tax preparation backgrounds who seek a dynamic role combining tax expertise, customer service, and community engagement. If you are passionate about empowering others and driven to grow your own business within a respected industry leader, this opportunity is designed for you.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
- Active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years paid experience filing 50 or more federal and state individual 1040 tax returns per tax season
- Comfortable working onsite at a TurboTax location, Sunday through Saturday, minimum of 20 hours per week
- Willingness to work in a front facing retail environment and wear a TurboTax uniform
Job Qualifications
- Possess active, unrestricted credentials: 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 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
- 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
- Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., 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 (e.g., saving for retirement, college funds, weddings, or vacations)
- 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 state-of-the-art video communication tools
- Address client inquiries while helping them overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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