
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $31.00 - $36.00
Benefits
Competitive compensation package
Cash bonus
Equity rewards
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Job Description
Intuit is a leading financial software company dedicated to powering prosperity around the world. Renowned for its innovative products and commitment to customer success, Intuit serves millions of individual taxpayers and small businesses annually through solutions like TurboTax, QuickBooks, and Mint. TurboTax is Intuit's flagship tax preparation software, designed to simplify complex tax filing processes for users at all levels of tax knowledge. Intuit's focus on technology, user experience, and expert guidance has positioned it as a trusted partner in personal and business finance management. As the company continues to expand its physical presence, it has introduced new TurboTax Store locations across the United States, offering a unique blend of in-person and virtual tax assistance to better serve its diverse customer base.
The role of Tax Expert - TurboTax Store is a seasonal or year-round opportunity at these new TurboTax Store locations nationwide. This position is perfect for motivated tax professionals who are passionate about delivering exceptional tax advisory services while engaging actively with their local communities. As a Tax Expert, you will serve as a vital bridge between Intuit's innovative products and the customers who rely on them. You will work onsite at a retail or flagship TurboTax location, helping clients navigate everything from simple tax returns to complex filings involving business income and amendments. Your responsibilities include preparing full tax returns, offering personalized tax advice, maximizing refunds, and providing future tax planning insights. Beyond technical tax expertise, you will act as a community ambassador, participating in local events, conducting outreach, building client relationships, and growing the TurboTax client base within your area. This role combines the rigor of tax preparation with entrepreneurial spirit—empowering you to build a thriving business supported by TurboTax's marketing resources and software tools. With flexible scheduling options and a focus on work-life balance, Intuit welcomes Tax Experts who bring both passion and professionalism to this hands-on, customer-facing position. Compensation varies by location and includes base pay, cash bonuses, equity rewards, and comprehensive benefits, reflecting Intuit’s commitment to rewarding talent. Join Intuit as a Tax Expert to advance your career in tax services while helping customers achieve financial success and peace of mind.
The role of Tax Expert - TurboTax Store is a seasonal or year-round opportunity at these new TurboTax Store locations nationwide. This position is perfect for motivated tax professionals who are passionate about delivering exceptional tax advisory services while engaging actively with their local communities. As a Tax Expert, you will serve as a vital bridge between Intuit's innovative products and the customers who rely on them. You will work onsite at a retail or flagship TurboTax location, helping clients navigate everything from simple tax returns to complex filings involving business income and amendments. Your responsibilities include preparing full tax returns, offering personalized tax advice, maximizing refunds, and providing future tax planning insights. Beyond technical tax expertise, you will act as a community ambassador, participating in local events, conducting outreach, building client relationships, and growing the TurboTax client base within your area. This role combines the rigor of tax preparation with entrepreneurial spirit—empowering you to build a thriving business supported by TurboTax's marketing resources and software tools. With flexible scheduling options and a focus on work-life balance, Intuit welcomes Tax Experts who bring both passion and professionalism to this hands-on, customer-facing position. Compensation varies by location and includes base pay, cash bonuses, equity rewards, and comprehensive benefits, reflecting Intuit’s commitment to rewarding talent. Join Intuit as a Tax Expert to advance your career in tax services while helping customers achieve financial success and peace of mind.
Job Requirements
- Must reside within the United States
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
- Must be comfortable working onsite at a TurboTax retail or flagship location Sunday through Saturday for a minimum of 20 hours per week
- Operating hours are subject to change and will likely scale up during peak customer demand periods
Job Qualifications
- Possess active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with strong tax preparation experience
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
- 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
- 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 tax expertise by giving hands-on tax advice and completing 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
- Deliver a best in class customer experience through professionalism and genuine interest in helping clients achieve their financial goals
- 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 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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