Tax Expert
Not Disclosed•TemporaryOn-site
location_onThe University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, 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" by helping customers navigate their tax needs and achieve positive financial outcomes. As a Tax Expert, you will combine tax expertise with an entrepreneurial spirit to serve as a trusted advisor, fostering prosperity for both yourself and the local community.
In this unique seasonal opportunity, you will work on-site at a TurboTax location across the United States. You will play a key role in growing TurboTax's client base by establishing long-term relationships and driving customer loyalty. Leveraging TurboTax marketing support and software, you will build a thriving business that connects with the community on a personal level, alleviating the stress often associated with tax preparation.
Work location
Work model: On-site
The University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, United States
Arlington, 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 tax 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 of paid experience filing 50+ federal and state 1040 tax 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 The University of Texas at Arlington, 701, South Nedderman Drive, Arlington, Tarrant County, Texas, 76013, 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.