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 TurboTax locations across the United States on a seasonal basis. This 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.” In this role, you will work on‑site from a TurboTax location, growing TurboTax’s client base within the local community, establishing long‑term relationships and driving customer loyalty. You will serve customers both in‑person and virtually, providing full service tax return preparation, tax advice, calculations, and product support. What You Will Do Be a proactive community ambassador: represent TurboTax locally, engage prospects, nurture leads, and convert prospects into long‑term clients through outreach and local events. Provide tax expertise: give 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. Deliver a best‑in‑class customer experience through professionalism and genuine interest in helping clients achieve financial goals, such as saving for retirement, college, weddings, or vacations. Build long‑term trust: interact with customers in‑person and via Intuit’s state‑of‑the‑art video communication tools, turning one‑time transactions into loyal, multi‑year relationships. Address client inquiries and help them overcome tax‑related challenges. Qualifications Active, unrestricted credential: EA, CPA, or practicing attorney with strong tax preparation experience. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 returns per season using professional tax preparation software. Active Preparer Tax Identification Number (PTIN) and familiarity with Circular 230. Full availability for a flexible 25–34 hours per week , including afternoons, evenings, weekends, and ability to increase hours during peak seasons. Excellent verbal and written communication skills, collaborative team orientation, and respect for colleagues. Adaptable to a constantly evolving and sometimes ambiguous environment, with a culture of continuous improvement. Interest in building a local and online social presence: creating accessible tax‑related content and resources in accordance with Intuit’s policies. Bonus: Bilingual (English/Spanish) communication skills. Experience in holistic tax advisory services beyond basic filing. Additional Requirements Must reside within the United States and 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 varies by state (e.g., California $32.50‑$36.00 per hour; Colorado $31.00‑$34.50 per hour; etc.). The position is eligible for cash bonuses, equity rewards, and benefits in accordance with Intuit plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees. #J-18808-Ljbffr