Tax Expert

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 capacity, 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.

About the Role

As a Tax Expert – Retail On-Site, you will serve customers both in-person and virtually using Intuit TurboTax products. Your focus will be on providing full-service tax return preparation, tax advice, calculations, and software support. You will handle everything from simple to complex tax situations, including personal and business income, deductions optimization, and amendments.

Beyond technical preparation, you will facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds. 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 many feel when tackling their taxes. You will interact with clients through state-of-the-art video communication tools and in-person consultations, helping them overcome tax-related challenges and achieve financial goals such as saving for retirement, college funds, weddings, or vacations.

You will also act as a proactive community ambassador, enthusiastically representing TurboTax locally. This involves engaging with new prospects, nurturing leads, and converting them into long-term clients. You will lead local events, participate in local marketing, and make the topic of taxes accessible and approachable for your community.

Hiring Process and Application

This is a seasonal position requiring onsite presence at a TurboTax location in the United States. The role is nonexempt and requires full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.

To apply, candidates must ensure they meet the credential requirements (EA, CPA, or Practicing Attorney) and possess an active Preparer Tax Identification Number (PTIN). Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach, including eligibility for cash bonuses and equity rewards.

Culture and Equal Opportunity

We value a culture of feedback and continuous improvement, seeking individuals who are adaptable to a constantly evolving environment and thrive in a collaborative team setting. We are looking for passionate individuals who enjoy working with their local community and are excited to be showcased in local and national marketing efforts.

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are committed to driving ongoing pay equity for employees and conduct regular comparisons across categories of ethnicity and gender.