Experienced Tax Expert - In-Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On‑Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On‑Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” What You Will Do Be a Proactive Community Ambassador : Enthusiastically represent TurboTax locally, serve as a public face of TurboTax in the community, engage new prospects, nurture leads, convert prospects into long‑term clients, lead local events with TurboTax support, 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, handle simple to complex tax situations (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. Deliver a Best in Class Customer Experience : Create an exceptional experience through professionalism, genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations), build long‑term trust, interact with customers both in‑person and via Intuit’s video communication tools, and address client inquiries while helping them overcome tax‑related challenges. Key Qualifications Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws, plus an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per season using professional tax preparation software. Familiarity with Circular 230. Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, treats coworkers with respect, values a culture of feedback and continuous improvement, and is adaptable to evolving environments. Interest in building a local and online social presence for TurboTax, creating accessible tax‑related content and resources. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and Skills Passionate about empowering customers and helping them overcome taxation complexities. Excited to be featured as a Tax Expert – Retail On‑Site in local and national marketing efforts. Exceptional customer service skills and friendly, professional demeanor that builds long‑lasting relationships. Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio through targeted outreach activities. Strong verbal and written communication skills. Ability to work independently in a fast‑paced environment while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by state (e.g., California $32.50–$36.00, Colorado $31.00–$34.50, Hawaii $32.50–$36.00, Illinois $31.00–$34.50, Maryland $31.00–$34.50, Massachusetts $32.50–$36.00, Minnesota $28.00–$31.00, NewJersey $32.50–$36.00, NewYork $32.50–$36.00, Ohio $28.00–$31.00, Vermont $31.00–$34.50, Washington $32.50–$36.00, WashingtonDC $31.00–$34.50). This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees. #J-18808-Ljbffr Intuit