
Job Overview
Employment Type
Part-time
Compensation
Hourly
Range $31.00 - $36.00
Work Schedule
Flexible
Benefits
competitive pay
Cash bonus
Equity rewards
Comprehensive benefits package
Career development opportunities
Paid Time Off
Employee Discounts
Job Description
Intuit is a leading financial software company renowned for its commitment to empowering individuals and businesses to manage their finances effectively. Known for its innovative products like TurboTax, QuickBooks, and Mint, Intuit has established itself as a powerhouse in the fintech industry, driving prosperity for millions of users around the globe. With a dedication to enhancing customer experience and leveraging technology to simplify complex financial processes, Intuit continues to expand its services, including launching new TurboTax physical store locations across the United States. These stores represent a hybrid approach to tax preparation, combining the convenience of in-person support with powerful digital tools that cater to diverse customer needs.
The Tax Expert - TurboTax Store position at Intuit offers a unique career opportunity for motivated professionals to join the company on a seasonal or year-round basis, working onsite at one of these new TurboTax retail or flagship locations. In this role, you will serve as a proactive community ambassador and trusted advisor, responsible for growing TurboTax's client base within the local area by engaging with customers both in-person and virtually. This is a dynamic role that merges entrepreneurial spirit with tax expertise, requiring the ability to build meaningful, long-term relationships with clients while providing expert tax services.
As a Tax Expert, your responsibilities will include providing full-service tax return preparation, offering personalized tax advice, conducting thorough tax reviews, and optimizing deductions to maximize client refunds. Your work is critical to helping customers navigate the complexities of tax laws and alleviate the stress often associated with tax filing. You will use TurboTax's marketing resources and software to support your efforts in driving customer engagement and loyalty, positioning you not only as a tax professional but also as a business owner within your community. Your role extends beyond tax preparation to include educational outreach and participation in local events, making tax topics accessible and approachable to the public.
Moreover, Intuit supports the development and growth of each Tax Expert by encouraging the creation of local and online social presence and content relevant to tax education, enhancing community engagement and brand visibility. This position requires comfort working onsite with flexible hours from Sunday through Saturday, adapting to periods of peak customer demand. The opportunity includes a competitive pay structure with base pay varying by location—from $28.00 to $36.00 per hour depending on the state—along with eligibility for cash bonuses, equity rewards, and comprehensive benefits packages.
Joining Intuit as a Tax Expert means becoming part of an innovative and supportive environment that values your expertise and entrepreneurial drive. You will be at the forefront of TurboTax’s mission to power prosperity around the world, providing essential services that foster financial confidence and success among individuals and families. This role is ideal for experienced tax professionals who thrive in a client-focused, forward-thinking setting and are passionate about making a tangible difference in their communities.
The Tax Expert - TurboTax Store position at Intuit offers a unique career opportunity for motivated professionals to join the company on a seasonal or year-round basis, working onsite at one of these new TurboTax retail or flagship locations. In this role, you will serve as a proactive community ambassador and trusted advisor, responsible for growing TurboTax's client base within the local area by engaging with customers both in-person and virtually. This is a dynamic role that merges entrepreneurial spirit with tax expertise, requiring the ability to build meaningful, long-term relationships with clients while providing expert tax services.
As a Tax Expert, your responsibilities will include providing full-service tax return preparation, offering personalized tax advice, conducting thorough tax reviews, and optimizing deductions to maximize client refunds. Your work is critical to helping customers navigate the complexities of tax laws and alleviate the stress often associated with tax filing. You will use TurboTax's marketing resources and software to support your efforts in driving customer engagement and loyalty, positioning you not only as a tax professional but also as a business owner within your community. Your role extends beyond tax preparation to include educational outreach and participation in local events, making tax topics accessible and approachable to the public.
Moreover, Intuit supports the development and growth of each Tax Expert by encouraging the creation of local and online social presence and content relevant to tax education, enhancing community engagement and brand visibility. This position requires comfort working onsite with flexible hours from Sunday through Saturday, adapting to periods of peak customer demand. The opportunity includes a competitive pay structure with base pay varying by location—from $28.00 to $36.00 per hour depending on the state—along with eligibility for cash bonuses, equity rewards, and comprehensive benefits packages.
Joining Intuit as a Tax Expert means becoming part of an innovative and supportive environment that values your expertise and entrepreneurial drive. You will be at the forefront of TurboTax’s mission to power prosperity around the world, providing essential services that foster financial confidence and success among individuals and families. This role is ideal for experienced tax professionals who thrive in a client-focused, forward-thinking setting and are passionate about making a tangible difference in their communities.
Job Requirements
- Must reside within the United States
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must have an active Preparer Tax Identification Number (PTIN)
- Must possess active, unrestricted credentials: EA, CPA, or practicing Attorney
- Minimum of 3 years of paid experience preparing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front-facing retail environment
- Must be passionate about empowering customers and enthusiastic about community engagement
- Must be entrepreneurial and self-driven with a business ownership mindset
- Must have strong verbal and written communication skills
- Must be proficient with tax preparation software and CRM/sales tools
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
- 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 and 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 hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations
- 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
- Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
- 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 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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