
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $31.00 - $36.00
Benefits
competitive compensation
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
retirement plans
Employee Discounts
Job Description
Intuit, a leading financial software company, is dedicated to powering prosperity around the world by providing innovative products and services that help individuals and businesses manage their financial lives. One of their flagship products, TurboTax, is widely recognized as a trusted tax preparation software used by millions of taxpayers across the United States. Intuit’s commitment to delivering top-notch customer experiences, cutting-edge technology, and community engagement is reflected in their recruitment of Tax Experts to work in their new TurboTax Store locations. These stores operate seasonally and sometimes year-round, providing specialized tax services to local communities while fostering long-term client relationships.
The role of a Tax Expert - TurboTax Store offers a unique blend of professional tax preparation, entrepreneurial spirit, and community interaction. Tax Experts serve as the public face of TurboTax within their local areas, engaging with customers both in-person and virtually using Intuit’s advanced video communication tools. The position requires individuals who can proactively bring in new clients, offer personalized tax advice, prepare tax returns, and support customers in navigating complex tax situations ranging from personal income to business-related deductions and amendments. This role demands a high level of expertise in tax law, practical hands-on experience, and strong interpersonal skills to ensure each customer feels supported and empowered to reach their financial goals.
Beyond technical expertise, this role emphasizes community involvement and brand representation. Tax Experts lead local events, participate in marketing initiatives, and create accessible tax-related content to educate and assist the community. They build long-term trust and loyalty by understanding unique client situations, providing clear and personalized guidance, and continuously nurturing relationships. Intuit values entrepreneurial candidates who demonstrate a self-driven approach to growing their customer base and visibility, both offline and online, serving as key advocates for TurboTax’s mission.
The Tax Expert position operates from TurboTax retail or flagship locations across the U.S., requiring onsite presence and offering flexible schedules during tax season with potential year-round work. Candidates will receive competitive compensation with opportunities for bonuses and equity rewards, varying by location and experience. Intuit’s inclusive culture and commitment to pay equity underscore their dedication to fostering a supportive work environment where Tax Experts can thrive professionally and personally. This opportunity is ideal for credentialed tax professionals like EAs, CPAs, or tax attorneys looking to leverage their expertise in a dynamic, client-facing role that blends technical skill with community leadership.
The role of a Tax Expert - TurboTax Store offers a unique blend of professional tax preparation, entrepreneurial spirit, and community interaction. Tax Experts serve as the public face of TurboTax within their local areas, engaging with customers both in-person and virtually using Intuit’s advanced video communication tools. The position requires individuals who can proactively bring in new clients, offer personalized tax advice, prepare tax returns, and support customers in navigating complex tax situations ranging from personal income to business-related deductions and amendments. This role demands a high level of expertise in tax law, practical hands-on experience, and strong interpersonal skills to ensure each customer feels supported and empowered to reach their financial goals.
Beyond technical expertise, this role emphasizes community involvement and brand representation. Tax Experts lead local events, participate in marketing initiatives, and create accessible tax-related content to educate and assist the community. They build long-term trust and loyalty by understanding unique client situations, providing clear and personalized guidance, and continuously nurturing relationships. Intuit values entrepreneurial candidates who demonstrate a self-driven approach to growing their customer base and visibility, both offline and online, serving as key advocates for TurboTax’s mission.
The Tax Expert position operates from TurboTax retail or flagship locations across the U.S., requiring onsite presence and offering flexible schedules during tax season with potential year-round work. Candidates will receive competitive compensation with opportunities for bonuses and equity rewards, varying by location and experience. Intuit’s inclusive culture and commitment to pay equity underscore their dedication to fostering a supportive work environment where Tax Experts can thrive professionally and personally. This opportunity is ideal for credentialed tax professionals like EAs, CPAs, or tax attorneys looking to leverage their expertise in a dynamic, client-facing role that blends technical skill with community leadership.
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 season using professional tax software
- Comfortable working onsite at TurboTax locations
- Availability to work at least 20 hours per week, including weekends
- Entrepreneurial mindset with interest in community engagement and social media
- Strong communication and customer service skills
- Willingness to wear a TurboTax uniform and work in a retail environment
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 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
- 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 including hands-on tax advice and complete preparation services for 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
- Deliver a best in class customer experience through professionalism and genuine interest in helping clients achieve their financial goals
- Connect with people to build long-term trust turning one-time transactions into loyal, multi-year relationships
- Interact with customers both in-person and through Intuit's video communication tools
- Address client inquiries and help them overcome tax-related challenges
Job Criteria
Experience
No experience required
Job Location
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