Tax Expert
Not Disclosed•TemporaryOn-site
location_on909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, United States
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," combining tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
As a Tax Expert, you will serve as a trusted advisor and a proactive community ambassador. You will play a key role in growing TurboTax's client base within your local community, 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.
Work location
Work model: On-site
909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, United States
Fort Worth, Texas
Key Responsibilities
- check_circleEngage with new prospects and convert them into long-term clients through proactive outreach
- 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_circleProvide full-service tax return preparation for simple to complex personal and business situations
- check_circleCreate an exceptional customer experience through in-person and virtual interactions
- check_circleBuild long-term client relationships by connecting on a personal level and addressing tax challenges
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 and equity rewards
Similar Job Opportunities
Frequently asked questions about Tax Expert at Intuit
What does a Tax Expert at Intuit do?expand_more
In this Tax Expert at Intuit role, you will engage with new prospects and convert them into long-term clients through proactive outreach; facilitate discovery sessions to uncover deductions and minimize tax liabilities; represent turbotax locally as a community ambassador and public face of the brand; and lead local events and participate in marketing to make tax topics accessible.
What are the requirements for this Tax Expert role?expand_more
To qualify for the Tax Expert 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 Tax Expert role at Intuit located?expand_more
Tax Expert at Intuit is based in 909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, 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.
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.