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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_onHidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, United States

Apply Now

About the Team

Intuit is on a mission to "Power Prosperity Around the World." Our dynamic team is dedicated to helping customers achieve positive financial outcomes by making tax preparation accessible, approachable, and stress-free. We combine tax expertise with an entrepreneurial spirit to foster community engagement and build long-term relationships with the people we serve.

About the Role

As a Tax Expert – Retail On-Site, you will serve as the public face of TurboTax within your local community. This unique seasonal opportunity blends professional tax advisory with community ambassadorship. You will work on-site at a TurboTax location, leveraging our marketing support and software to grow our client base and empower individuals to navigate their tax needs.

In this role, you will act as a trusted advisor, connecting with customers on a personal level to alleviate the stress often associated with filing taxes. Whether serving customers in-person or virtually through state-of-the-art video tools, your goal is to transform one-time transactions into loyal, multi-year relationships. You will handle everything from simple to complex tax situations, providing full-service preparation, tax advice, and future planning to help clients achieve their financial goals, such as saving for retirement or education.

Beyond the desk, you will be a proactive community ambassador. You will represent TurboTax locally, engage with new prospects, and lead events to make tax topics accessible. This role is designed for those with a business ownership mindset who are excited to build a thriving business that fosters prosperity for both themselves and their community.

Hiring Process

To join our team, please submit your application highlighting your relevant tax credentials and experience. Candidates selected for the next steps will be contacted for an interview to discuss your background and fit for our community-focused role.

Equal Opportunity

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or any other protected status. We are committed to building a diverse and inclusive culture where everyone can thrive.

Work location

Work model: On-site

location_on

Hidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, United States

Burleson, Texas

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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 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 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
To qualify for the Senior Tax Expert – Retail at Intuit position, applicants should have: 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 Hidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, 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.
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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_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 professional 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 and equity rewards
Intuit logo
Company

Intuit

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Senior)

Job Type

Temporary

Skills Required

EaCpaPracticing AttorneyPtinCircular 230Tax Preparation SoftwareCRMSales ToolsSpanish
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 senior 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.
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