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  1. Home
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  3. accounting & finance
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  5. Experienced Tax Expert
Intuit logo

Experienced Tax Expert

Not Disclosed•TemporaryOn-site

location_onMonroe Harbor, 400, East Monroe Street, Jewelers Row, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60603, United States

Apply Now

About the Team and Mission

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site. This role is central to our mission of "Powering Prosperity Around the World" by helping customers navigate their tax needs and achieve positive financial outcomes. As a seasonal partner in our new TurboTax locations across the United States, you will combine tax expertise with an entrepreneurial spirit to foster community engagement and build long-term client relationships.

About the Role

As a Tax Expert – Retail On-Site, you will serve as the public face of TurboTax in your local community. This unique opportunity allows you to grow TurboTax's client base while empowering individuals to achieve their financial goals, whether saving for retirement, college funds, or vacations. You will act as a trusted advisor, alleviating the stress often associated with tax season by connecting with customers on a personal level.

In this nonexempt, onsite role, you will leverage TurboTax marketing support and software to build a thriving business that benefits both you and your community. You will serve customers both in-person and virtually, utilizing state-of-the-art video communication tools to provide full-service tax return preparation, tax advice, and software support. Your ability to translate complex tax situations into personalized, everyday language is critical to your success.

Community Impact and Culture

You will be a proactive community ambassador, enthusiastically representing TurboTax locally. This involves engaging with new prospects, nurturing leads, and converting them into loyal, multi-year clients. You will lead local events, participate in marketing initiatives, and make the topic of taxes accessible and approachable for everyone.

We value a culture of feedback and continuous improvement. As a member of our team, you will thrive in a collaborative environment where you are encouraged to be adaptable in an ever-changing landscape. We are excited to showcase our Tax Experts in local and national marketing efforts, celebrating those who are passionate about their communities and eager to build a local and online social presence.

Hiring Process and Application

To join our team, you must possess an active, unrestricted credential (EA, CPA, or Practicing Attorney) and an active Preparer Tax Identification Number (PTIN). We are looking for individuals with a minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per season.

Interested candidates should apply directly through our careers portal. We offer a competitive compensation package with a strong pay-for-performance approach, including eligibility for cash bonuses and equity rewards. Specific base pay ranges vary by location and are based on factors such as job-related knowledge, skills, experience, and work location.

Equal Opportunity Statement

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or any other protected characteristic. We are committed to driving ongoing pay equity and regularly conduct comparisons across categories of ethnicity and gender to ensure fairness.

Work location

Work model: On-site

location_on

Monroe Harbor, 400, East Monroe Street, Jewelers Row, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60603, United States

Chicago, Illinois

Key Responsibilities

  • check_circleEngage prospects and convert them into long-term clients through proactive outreach
  • check_circleProvide hands-on tax advice and prepare returns for simple to complex situations
  • check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
  • check_circleAddress client inquiries and help them overcome tax-related challenges
  • check_circleBuild long-term trust to turn one-time transactions into loyal multi-year relationships
  • check_circleRepresent TurboTax locally as a community ambassador and public face of the brand
  • check_circleLead local events and participate in marketing to make tax topics accessible
  • check_circleCreate exceptional customer experiences through in-person and virtual interactions

Requirements

  • verifiedActive EA, CPA, or Practicing Attorney credential
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years of paid experience filing 50+ federal and state 1040 tax returns per season
  • verifiedFamiliarity with Circular 230
  • verifiedFull availability for 25–34 hour weekly schedule including evenings and weekends
  • verifiedMust reside within the United States
  • verifiedMust possess or be able to obtain required State licenses, certificates, permits, or bonds

Nice to Have

Bilingual (English/Spanish) communication skills. Experience in holistic tax advisory services beyond tax filing.

Intuit logo
Company

Intuit

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Mid Level)

Job Type

Temporary

Skills Required

Ea

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Frequently asked questions about Experienced Tax Expert at Intuit

What does a Experienced Tax Expert at Intuit do?expand_more
In this Experienced Tax Expert at Intuit role, you will engage prospects and convert them into long-term clients through proactive outreach; provide hands-on tax advice and prepare returns for simple to complex situations; facilitate discovery sessions to uncover deductions and minimize tax liabilities; and address client inquiries and help them overcome tax-related challenges.
What are the requirements for this Experienced Tax Expert role?expand_more
Intuit is looking for candidates who meet the following requirements: Active EA, CPA, or Practicing Attorney credential; Active Preparer Tax Identification Number (PTIN); Minimum 3 years of paid experience filing 50+ federal and state 1040 tax returns per season; Familiarity with Circular 230; Full availability for 25–34 hour weekly schedule including evenings and weekends; and Must reside within the United States.
Where is the Experienced Tax Expert role at Intuit located?expand_more
Experienced Tax Expert at Intuit is based in Monroe Harbor, 400, East Monroe Street, Jewelers Row, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60603, United States. This is a on-site role.
Is this Experienced Tax Expert job remote, hybrid, or on-site?expand_more
Intuit has listed this Experienced Tax Expert role as on-site.
How much experience is required for this Experienced Tax Expert role?expand_more
Experienced Tax Expert at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Experienced Tax Expert role at Intuit?expand_more
Key skills for Experienced Tax Expert at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Experienced Tax Expert role belong to?expand_more
Experienced Tax Expert at Intuit is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Cpa
Practicing Attorney
Ptin
Circular 230
Tax Preparation Software
CRM
Sales Tools
Spanish
Accessibility