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

Retail Tax Expert

Not Disclosed•TemporaryOn-site

location_onThe University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, 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 part of the TurboTax family, you will combine tax expertise with an entrepreneurial spirit to serve as a trusted advisor in your local community.

About the Role

This unique opportunity allows you to work on-site at a TurboTax location across the United States on a seasonal basis. You will play a key role in growing TurboTax's client base by establishing long-term relationships and driving customer loyalty. Leveraging TurboTax marketing support and software, you will build a thriving business that fosters prosperity for both yourself and the community.

You will serve customers both in-person and virtually, providing full-service tax return preparation, tax advice, calculations, and software support. Your ability to connect with people on a personal level is critical to alleviating the stress many feel when tackling their taxes. By understanding each customer's unique situation, you will help them overcome tax-related challenges and achieve their financial goals, such as saving for retirement, college funds, or vacations.

Beyond preparation, you will act as a proactive community ambassador. You will enthusiastically represent TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients. You will also lead local events, participate in marketing initiatives, and make the topic of taxes accessible and approachable for everyone.

Hiring Process

To apply, please submit your resume and credentials through the Intuit Careers portal. Candidates selected for the next stage will be contacted for an initial screening to discuss your experience and availability. Successful candidates will then proceed to a final interview to assess cultural fit and role readiness before receiving an offer.

Equal Opportunity and Culture

Intuit is an equal opportunity employer and is committed to building a diverse and inclusive workforce. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We value a culture of feedback and continuous improvement, where team members treat one another with respect and thrive in a collaborative environment.

Work location

Work model: On-site

location_on

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Frequently asked questions about Retail Tax Expert at Intuit

What does a Retail Tax Expert at Intuit do?expand_more
A Retail Tax Expert at Intuit is responsible for the following: Engage with new prospects and convert them into long-term clients through proactive outreach; Provide hands-on tax advice and prepare returns for simple to complex tax 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 Retail Tax Expert role?expand_more
To qualify for the Retail Tax Expert at Intuit position, applicants should have: Active EA, CPA, or Practicing Attorney credential; Active Preparer Tax Identification Number (PTIN); Minimum 3 years paid experience filing 50+ federal and state 1040 returns per season; Familiarity with Circular 230; Must reside within the United States; and Ability to obtain required State licenses, certificates, permits, or bonds.
Where is the Retail Tax Expert role at Intuit located?expand_more
Retail Tax Expert at Intuit is based in The University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, United States. This is a on-site role.
Is this Retail Tax Expert job remote, hybrid, or on-site?expand_more
Intuit has listed this Retail Tax Expert role as on-site.
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The University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, United States

Arlington, Texas

Key Responsibilities

  • check_circleEngage with new prospects and convert them into long-term clients through proactive outreach
  • check_circleProvide hands-on tax advice and prepare returns for simple to complex tax situations
  • check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
  • check_circleAddress client inquiries and help them overcome tax-related challenges
  • 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_circleBuild long-term trust and loyalty by connecting with clients on a personal level
  • check_circleCreate an exceptional customer experience through in-person and virtual interactions

Requirements

  • verifiedActive EA, CPA, or Practicing Attorney credential
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years paid experience filing 50+ federal and state 1040 returns per season
  • verifiedFamiliarity with Circular 230
  • verifiedMust reside within the United States
  • verifiedAbility 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.

Benefits & Perks

check_circleEligible for cash bonus and equity rewards
Intuit logo
Company

Intuit

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Mid Level)

Job Type

Temporary

Skills Required

EaCpaPracticing AttorneyPtinCircular 230Tax Preparation SoftwareCRMSales ToolsSpanish
How much experience is required for this Retail Tax Expert role?expand_more
Retail Tax Expert at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Retail Tax Expert role at Intuit?expand_more
Key skills for Retail Tax Expert at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Retail Tax Expert role belong to?expand_more
Retail Tax Expert at Intuit is part of the accounting & finance job category on Recrutus.
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