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

Senior Tax Expert – Retail

Not Disclosed•TemporaryOn-site

location_on1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, 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 Tax Expert, you will combine tax expertise with an entrepreneurial spirit to serve as a trusted advisor in your local community.

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

About the Role

As a Tax Expert – Retail On-Site, you will serve customers both in-person and virtually, providing full-service tax return preparation, tax advice, calculations, and software support. Your ability to understand each customer's unique situation and connect with them on a personal level is critical to alleviating the stress often associated with tax season.

You will act as a proactive community ambassador, representing TurboTax as a fixture in your local area. This involves engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. You will also lead local events, participate in marketing initiatives, and make the topic of taxes accessible and approachable for everyone.

Beyond technical preparation, you will facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds. Your goal is to create an exceptional customer experience that turns one-time transactions into loyal, multi-year relationships. You will interact with customers using Intuit's state-of-the-art video communication tools and address inquiries while helping them overcome tax-related challenges.

Hiring Process and Application

To apply, please submit your resume and credentials through the Intuit careers portal. We are looking for candidates who are adaptable, collaborative, and committed to a culture of continuous improvement. If you are passionate about empowering customers and building your local presence as a Tax Expert, we encourage you to join our team.

Equal Opportunity Employer

Intuit is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. We strive to drive ongoing pay equity and conduct regular comparisons across categories of ethnicity and gender to ensure fair compensation practices.

Work location

Work model: On-site

location_on

1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, United States

Mansfield, Texas

Key Responsibilities

  • check_circleEngage with prospects and convert them into long-term clients through proactive outreach
  • 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 client relationships by connecting on a personal level
  • check_circleProvide full-service tax return preparation for simple to complex situations
  • 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 of 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, equity rewards, and benefits in accordance with applicable plans and programs
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

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Frequently asked questions about Senior Tax Expert – Retail at Intuit

What does a Senior Tax Expert – Retail at Intuit do?expand_more
Day-to-day, the Senior Tax Expert – Retail at Intuit will engage with prospects and convert them into long-term clients through proactive outreach; facilitate discovery sessions to uncover deductions and minimize tax liabilities; address client inquiries and help them overcome tax-related challenges; and represent turbotax locally as a community ambassador and public face of the brand.
What are the requirements for this Senior Tax Expert – Retail 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 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 Senior Tax Expert – Retail role at Intuit located?expand_more
Senior Tax Expert – Retail at Intuit is based in 1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, United States. This is a on-site role.
Is this Senior Tax Expert – Retail job remote, hybrid, or on-site?expand_more
Intuit has listed this Senior Tax Expert – Retail role as on-site.
How much experience is required for this Senior Tax Expert – Retail role?expand_more
Senior Tax Expert – Retail at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Senior Tax Expert – Retail role at Intuit?expand_more
Key skills for Senior Tax Expert – Retail at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Senior Tax Expert – Retail role belong to?expand_more
Senior Tax Expert – Retail 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.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Company
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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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