Tax Expert
Not Disclosed•TemporaryOn-site
location_onHidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, 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 a unique opportunity that combines 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, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World."
In this position, you will work on-site at 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.
Work location
Work model: On-site
Hidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, United States
Burleson, 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 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
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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 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 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 Hidden Creek Golf Course, 555, East Hidden Creek Parkway, Burleson, Johnson County, Texas, 76028, 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.