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  1. Home
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  5. Tax Expert
Intuit logo

Tax Expert

Not Disclosed•TemporaryOn-site

location_onSouth Ohio Street, Irving, Dallas County, Texas, 75060, 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

As a Tax Expert – Retail On-Site, you will work from a new TurboTax location across the United States on a seasonal basis. This unique opportunity is designed to grow TurboTax's client base while establishing long-term relationships that drive customer loyalty. You will serve as the public face of TurboTax in your community, leveraging marketing support and software to build a thriving business that fosters prosperity for both yourself and the people you serve.

Your day-to-day involves serving customers both in-person and virtually using Intuit's state-of-the-art video communication tools. You will provide full-service tax return preparation, tax advice, and calculations, connecting with clients on a personal level to alleviate the stress often associated with tax season. By understanding each customer's unique situation, you will help them overcome tax-related challenges and turn one-time transactions into loyal, multi-year relationships.

Hiring Process

To apply, please submit your resume and credentials through the Intuit careers portal. Candidates with an active, unrestricted credential (EA, CPA, or Practicing Attorney) and a valid Preparer Tax Identification Number (PTIN) will be prioritized. The selection process typically involves a review of qualifications followed by an interview to assess your fit within our collaborative team culture and your ability to thrive in a fast-paced, evolving environment.

Culture and Diversity

We value a culture of feedback and continuous improvement, where team members treat one another with respect. We are committed to building a diverse workforce and consider qualified applicants regardless of background. This role offers a unique chance to engage with your local community, create accessible tax-related content, and be showcased in local and national marketing efforts as a trusted Tax Expert.

Work location

Work model: On-site

location_on

South Ohio Street, Irving, Dallas County, Texas, 75060, United States

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Frequently asked questions about Tax Expert at Intuit

What does a Tax Expert at Intuit do?expand_more
A Tax Expert at Intuit is responsible for the following: Engage with prospects and convert them into long-term clients through proactive outreach; Provide hands-on tax advice and prepare returns for simple to complex 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 Tax Expert 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 Tax Expert role at Intuit located?expand_more
Tax Expert at Intuit is based in South Ohio Street, Irving, Dallas County, Texas, 75060, United States. This is a on-site role.
Is this Tax Expert job remote, hybrid, or on-site?expand_more
Intuit has listed this Tax Expert role as on-site.
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Irving, Texas

Key Responsibilities

  • check_circleEngage with prospects and convert them into long-term clients through proactive outreach
  • check_circleProvide hands-on tax advice and prepare returns for simple to complex 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 exceptional customer experiences 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 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 Tax Expert role?
expand_more
Tax Expert at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Tax Expert role at Intuit?expand_more
Key skills for Tax Expert at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Tax Expert role belong to?expand_more
Tax Expert at Intuit is part of the accounting & finance job category on Recrutus.
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