Tax Accountant - In-Store

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert in one of our new TurboTax locations across the United States on a seasonal basis. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. 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.”

About the role

As a Tax Expert, you will work on-site from a TurboTax location, playing a key role in growing TurboTax’s client base within the local community. You will establish long-term relationships, drive customer loyalty, and leverage TurboTax marketing support and software to build a thriving business. You will serve customers both in-person and virtually, providing full-service tax return preparation, tax advice, calculations, and software/product support. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities.

Responsibilities

• Be a Proactive Community Ambassador:
  • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
  • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.
• Provide Tax Expertise:
  • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
  • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best-in-Class Customer Experience:
  • Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
  • Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
  • Address client inquiries while helping them overcome tax-related challenges.

Requirements

• Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front-facing retail environment.

Qualifications

• Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Skills

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence locally (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Pay

The expected base pay range for this position is:

• California: $32.50 - $36.00
• Colorado: $31.00 - $34.50
• Hawaii: $32.50 - $36.00
• Illinois: $31.00 - $34.50
• Maryland: $31.00 - $34.50
• Massachusetts: $32.50 - $36.00
• Minnesota: $28.00 - $31.00
• New Jersey: $32.50 - $36.00
• New York: $32.50 - $36.00
• Ohio: $28.00 - $31.00
• Vermont: $31.00 - $34.50
• Washington: $32.50 - $36.00
• Washington DC: $31.00 - $34.50

This position is eligible for a cash bonus, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Pay is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity comparisons across categories of ethnicity and gender.