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Retail Tax Expert

Date Posted: Jun 25, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Rockwall, Texas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 23, 2026

Job Description

Overview

Intuit is seeking Tax Experts - Retail On-Site in Rockwall, Texas, to join their seasonal team. This role focuses on providing tax preparation and advisory services to clients in a TurboTax location, while also engaging with the community to establish long-term relationships and enhance customer loyalty. Successful candidates will demonstrate tax expertise and a commitment to helping customers navigate their financial needs.

Key responsibilities

  • Serve as a proactive community ambassador for TurboTax
  • Engage with potential clients and convert leads into long-term relationships
  • Provide hands-on tax advice and preparation services for clients
  • Facilitate discovery sessions to uncover deductions and provide tax planning advice
  • Create exceptional customer experiences through professionalism and genuine interest
  • Address client inquiries and help them overcome tax-related challenges

Required skills

  • Active EA, CPA, or Practicing Attorney credential
  • 3+ years of experience filing federal and state 1040 tax returns
  • Familiarity with Circular 230 and tax laws
  • Active Preparer Tax Identification Number (PTIN)
  • Strong customer service and communication skills
  • Proficient with tax preparation software and CRM/sales tools
  • Bilingual communication skills (English/Spanish) are a plus

What the company offers

  • Competitive compensation package with pay for performance rewards
  • Eligibility for cash bonuses, equity rewards, and benefits

Skills Required

Company Overview

West New York, New York, United States of America

Intuit is a financial software company that focuses on empowering individuals and small businesses to manage their finances effectively. Through their products like TurboTax, Intuit aims to simplify financial processes and promote prosperity. Read More

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