
Job Overview
Employment Type
Seasonal
Compensation
Hourly
Range $31.00 - $36.00
Benefits
Cash bonus
Equity rewards
competitive pay
benefits
career growth
Employee Discounts
team environment
Job Description
Intuit is a leading financial software company renowned for pioneering innovative solutions in tax preparation, accounting, and financial management. One of its flagship products, TurboTax, empowers millions of users to efficiently prepare and file their taxes with confidence. Intuit's commitment to 'Powering Prosperity Around the World' extends beyond software development, as the company actively seeks to connect with local communities through its dynamic TurboTax Store initiative across the United States.
The TurboTax Store is a unique retail concept designed to provide both in-person and virtual tax services, blending expert advice with cutting-edge technology. Intuit is currently seeking highly motivated individuals to join its team as Tax Experts for these TurboTax Store locations on a seasonal or year-round basis. This role offers an exciting opportunity to combine tax expertise with entrepreneurial spirit and community engagement. Tax Experts are positioned to become trusted advisors and proactive community ambassadors, helping customers navigate complex tax situations and optimize their financial outcomes.
As a Tax Expert at a TurboTax Store, you will play an essential role in expanding TurboTax's presence within your local market. You will focus on building long-term client relationships by delivering personalized tax preparation services and professional advice. The position involves working onsite at a retail TurboTax location with flexibility to engage customers both face-to-face and through virtual platforms using video communication tools. This hybrid approach ensures you can meet customer needs in a way that is convenient and approachable.
Your responsibilities will include providing comprehensive tax preparation services covering simple to complex returns, including personal and business income, deductions optimization, amendments, and future tax planning. You will conduct discovery sessions to uncover all eligible deductions, minimize tax liabilities, maximize refunds, and offer sound financial advice aligned with the customer's unique circumstances. Leveraging government resources, professional tools, and TurboTax's software solutions will be critical to delivering accurate and understandable tax outcomes.
Apart from servicing clients, you will act as a community ambassador by energetically representing TurboTax at local events, leading marketing initiatives, and making tax topics accessible and engaging. This outreach will help you nurture new prospects, grow your client base, and drive loyalty among customers by building trust and providing exceptional customer experiences. Your professional demeanor, empathy, and communication skills will transform a typical transactional interaction into a long-term financial partnership.
This nonexempt role requires onsite presence at a TurboTax location in the United States with a minimum commitment of 20 hours per week. Work schedules may vary and tend to increase during peak tax seasons. Intuit values career development and works closely with you during the interview process to align the role's demands with your goals and availability. Compensation varies by location, typically ranging from $28.00 to $36.00 per hour, and includes opportunities for cash bonuses, equity rewards, and benefits.
Candidates must possess active, unrestricted credentials such as EA, CPA, or practicing attorney status with solid tax preparation experience, strong knowledge of tax laws, and valid Preparer Tax Identification Numbers (PTIN). Familiarity with Circular 230, state licenses, and a willingness to work in a front-facing retail environment wearing a TurboTax uniform are required. Bilingual skills in English/Spanish and experience in holistic tax advisory services are advantageous.
Working at Intuit as a TurboTax Tax Expert means joining a company dedicated to empowering customers and communities through financial education and exemplary service. You will thrive in an entrepreneurial role that allows you to independently manage your practice while having the support of a nationally acclaimed brand. This position offers rewarding prospects for growth, engagement, and making a tangible impact in your community's financial well-being.
The TurboTax Store is a unique retail concept designed to provide both in-person and virtual tax services, blending expert advice with cutting-edge technology. Intuit is currently seeking highly motivated individuals to join its team as Tax Experts for these TurboTax Store locations on a seasonal or year-round basis. This role offers an exciting opportunity to combine tax expertise with entrepreneurial spirit and community engagement. Tax Experts are positioned to become trusted advisors and proactive community ambassadors, helping customers navigate complex tax situations and optimize their financial outcomes.
As a Tax Expert at a TurboTax Store, you will play an essential role in expanding TurboTax's presence within your local market. You will focus on building long-term client relationships by delivering personalized tax preparation services and professional advice. The position involves working onsite at a retail TurboTax location with flexibility to engage customers both face-to-face and through virtual platforms using video communication tools. This hybrid approach ensures you can meet customer needs in a way that is convenient and approachable.
Your responsibilities will include providing comprehensive tax preparation services covering simple to complex returns, including personal and business income, deductions optimization, amendments, and future tax planning. You will conduct discovery sessions to uncover all eligible deductions, minimize tax liabilities, maximize refunds, and offer sound financial advice aligned with the customer's unique circumstances. Leveraging government resources, professional tools, and TurboTax's software solutions will be critical to delivering accurate and understandable tax outcomes.
Apart from servicing clients, you will act as a community ambassador by energetically representing TurboTax at local events, leading marketing initiatives, and making tax topics accessible and engaging. This outreach will help you nurture new prospects, grow your client base, and drive loyalty among customers by building trust and providing exceptional customer experiences. Your professional demeanor, empathy, and communication skills will transform a typical transactional interaction into a long-term financial partnership.
This nonexempt role requires onsite presence at a TurboTax location in the United States with a minimum commitment of 20 hours per week. Work schedules may vary and tend to increase during peak tax seasons. Intuit values career development and works closely with you during the interview process to align the role's demands with your goals and availability. Compensation varies by location, typically ranging from $28.00 to $36.00 per hour, and includes opportunities for cash bonuses, equity rewards, and benefits.
Candidates must possess active, unrestricted credentials such as EA, CPA, or practicing attorney status with solid tax preparation experience, strong knowledge of tax laws, and valid Preparer Tax Identification Numbers (PTIN). Familiarity with Circular 230, state licenses, and a willingness to work in a front-facing retail environment wearing a TurboTax uniform are required. Bilingual skills in English/Spanish and experience in holistic tax advisory services are advantageous.
Working at Intuit as a TurboTax Tax Expert means joining a company dedicated to empowering customers and communities through financial education and exemplary service. You will thrive in an entrepreneurial role that allows you to independently manage your practice while having the support of a nationally acclaimed brand. This position offers rewarding prospects for growth, engagement, and making a tangible impact in your community's financial well-being.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must possess active, unrestricted credentials such as EA, CPA, or practicing attorney status
- Active Preparer Tax Identification Number (PTIN)
- Minimum 3 years of paid tax preparation experience filing 50 or more 1040 tax returns per season
- Comfortable working onsite at TurboTax retail or flagship locations
- Willingness to work a minimum of 20 hours per week including weekends
- Ability to build a local and online social presence as a Tax Expert
- Willing to wear a TurboTax uniform and work in a front-facing retail environment
- Familiarity with Circular 230
- Passion for empowering customers and community engagement
- 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
- 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 including 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 such as 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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