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  1. Home
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  5. Senior Tax Expert – Retail
Intuit logo

Senior Tax Expert – Retail

Not Disclosed•TemporaryOn-site

location_on228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, 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, bringing in new customers and fostering long-term relationships within your local community.

In this unique seasonal opportunity, you will work on-site at a TurboTax location across the United States. You will leverage TurboTax marketing support and software to build a thriving business that fosters prosperity for both yourself and the community you serve. This position is designed for those who are passionate about empowering customers and excited to engage with their local community through events, content creation, and direct interaction.

About the Role

As a Tax Expert – Retail On-Site, you will serve as the public face of TurboTax in your community. Your day-to-day involves acting as a proactive community ambassador, engaging with new prospects, 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.

You will provide full-service tax preparation and advice, handling everything from simple to complex tax situations, including personal and business income, deductions optimization, and amendments. By utilizing government resources and professional tools, you will deliver accurate solutions in personalized language. Your ability to connect with people on a personal level is critical to alleviating the stress many feel when tackling their taxes, turning a one-time transaction into a lasting relationship.

This role requires a blend of in-person and virtual interactions using Intuit's state-of-the-art video communication tools. You will work in a collaborative team setting, adapting to a fast-paced, evolving environment while maintaining a culture of continuous improvement and feedback.

Hiring Process and Application

To apply, please submit your resume and relevant credentials. Candidates must possess an active, unrestricted credential (EA, CPA, or Practicing Attorney) and an active Preparer Tax Identification Number (PTIN). We are looking for individuals who are adaptable, self-driven, and ready to commit to a flexible seasonal schedule.

Equal Opportunity and Culture

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, gender, or other protected characteristics. We value a culture of feedback, continuous improvement, and respect for colleagues. We are committed to driving ongoing pay equity and regularly conduct comparisons across categories of ethnicity and gender to ensure fairness.

Note: This position is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

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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
A Senior Tax Expert – Retail at Intuit is responsible for the following: 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
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 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 228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, 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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Work location

Work model: On-site

location_on

228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, United States

Grand Prairie, 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 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
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.
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