Tax Accountant - In-Store

About Intuit and the TurboTax Store Mission

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert at one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert, you will focus on bringing in new customers and serving as their trusted advisor, empowering them to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

In this role, you will work on-site from a TurboTax location, playing a key role in growing TurboTax’s client base within the local community. You will establish long-term relationships and drive customer loyalty by leveraging TurboTax marketing support and software to build a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products, providing full-service tax return preparation, tax advice, calculations, and software/product support.

Your ability to demonstrate an understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role offers both seasonal and year-round opportunities, allowing us to match your schedule with your career goals and availability during the interview process.

Your Impact: Community Ambassador and Tax Expert

As a proactive community ambassador, you will enthusiastically represent TurboTax locally, serving as a fixture and public face of the brand in the community. You will engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. With the support of TurboTax, you will lead local events, participate in local marketing, and make the topic of taxes accessible and approachable.

You will provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations, including personal and business income, deductions optimization, and amendments. By facilitating discovery sessions and tax reviews, you will uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. You will utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized, everyday language.

Delivering a Best-in-Class Customer Experience

We are looking for someone who can create an exceptional customer experience through professionalism and a genuine interest in helping clients achieve their financial goals, such as saving for retirement, college funds, weddings, or vacations. You will connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interacting with customers both in-person and through Intuit’s state-of-the-art video communication tools, you will address client inquiries while helping them overcome tax-related challenges.

Culture and Attributes

We are passionate about empowering customers and helping them overcome the complexities of taxation. We value individuals who are passionate about their local community and excited to work with Intuit to engage with and build Intuit’s presence locally. This includes speaking at events, building a local and online social presence, and creating content such as tax tips and educational videos in accordance with Intuit’s policies.

We seek entrepreneurial and self-driven individuals with a business ownership mindset to grow their customer portfolio. You should possess exceptional customer service skills, high empathy, and a friendly, professional demeanor. We are excited to showcase our Tax Experts in local and national marketing efforts. Strong verbal and written communication skills are essential, as is the ability to work in a fast-paced environment independently while managing multiple priorities. Proficiency with technology, including tax preparation software and CRM/sales tools, is required.

Hiring Process and Next Steps

During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. We are looking for candidates who are willing to wear a TurboTax uniform and work in a front-facing retail environment. Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach, including eligibility for cash bonuses, equity rewards, and benefits in accordance with our applicable plans and programs. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.