Seasonal Tax Expert - In-Store

About the Role

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

In this role, you will work on-site from a TurboTax location and play 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. You will serve customers both in-person and virtually using Intuit TurboTax products, demonstrating a deep understanding of each customer’s unique situation and connecting with them on a personal level to alleviate the stress often associated with tackling taxes.

Your Impact

As a Proactive Community Ambassador, you will enthusiastically represent TurboTax locally, serving as a fixture and public face of the brand in the community. You will engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. With the support of TurboTax, you will lead local events, participate in local marketing, and make the topic of taxes accessible and approachable.

You will provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations such as personal and business income, deductions optimization, and amendments. By facilitating discovery sessions and tax reviews, you will uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. You will utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized, everyday language.

Delivering a best-in-class customer experience is critical. You will create an exceptional experience through professionalism and a genuine interest in helping clients achieve their financial goals, such as saving for retirement, college funds, weddings, or vacations. By connecting with people, you will build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. You will interact with customers both in-person and through Intuit’s state-of-the-art video communication tools, addressing client inquiries and helping them overcome tax-related challenges.

About the Team and Culture

We are looking for individuals who are passionate about empowering customers and helping them overcome the complexities of taxation. You should be passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community. This includes speaking at events, building a local and online social presence, and creating content such as tax tips and educational videos.

We value entrepreneurs and self-driven individuals with a business ownership mindset who are eager to grow their customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor are essential. We are excited to showcase our Tax Experts in local and national marketing efforts, so strong verbal and written communication skills are a must. You will thrive in a fast-paced environment, working independently while managing multiple priorities and staying proficient with technology, including tax preparation software and CRM/sales tools.

Hiring Process

During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. We are committed to providing a competitive compensation package with a strong pay-for-performance rewards approach, including eligibility for cash bonuses, equity rewards, and benefits.