Business Tax Expert – TurboTax Store (Dallas)

Location: Dallas, Texas, United States; onsite at a TurboTax retail or flagship location. Candidates must reside within the United States. The role requires at least 20 hours per week, Sunday through Saturday, with increased hours during peak demand.

Base pay varies by work location: $33.45–$40.47/hour in California and New York, $30.41–$37.06/hour in Illinois, and $31.93–$38.76/hour in Washington. The role may also include a cash bonus, equity rewards, and benefits.

Company

hirify.global is a financial technology platform whose products include TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Provide full-service tax advice and preparation for consumer clients and business entities, including sole proprietorships, S corporations, and partnerships.
• Conduct discovery sessions and tax reviews to identify deductions, reduce tax liabilities, optimize refunds, and provide future tax planning guidance.
• Coordinate with bookkeeping specialists supporting reconciliation, payroll, and day-to-day bookkeeping while maintaining ownership of the client relationship.
• Build trusted, long-term relationships and deliver personalized customer support in person and through video communication tools.
• Introduce clients to relevant hirify.global services, including bookkeeping, payroll, financial planning, and Credit Karma.
• Develop the local client base through outreach, community engagement, educational content, and TurboTax marketing activities.

Requirements

• At least 3 years of recent experience preparing federal and state business tax returns, including Form 1065 and/or 1120-S, for at least 20 compensated clients per season using commercial tax software.
• At least 3 seasons of compensated personal tax preparation experience, with a minimum of 30 returns per tax year.
• General bookkeeping knowledge and familiarity with Circular 230.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must be comfortable working onsite in a front-facing retail environment and must reside within the United States.
• Strong communication, customer service, technology, and multitasking skills; willingness to wear a TurboTax uniform is required.

Nice to have

• Bookkeeping experience connecting books to tax preparation.
• Experience providing year-round tax guidance for small businesses and holistic tax advisory services.
• Willingness to become a QuickBooks ProAdvisor.
• Bilingual English and Spanish communication skills.
• Interest in building a local and online social presence and creating tax-related educational content.

Culture & Benefits

• Collaborative team environment with access to TurboTax bookkeeping specialists and a professional network.
• 401(k) savings plan with company matching, paid sick time, and an Employee Stock Purchase Plan.
• Errors and omissions insurance provided by hirify.global and an Employee Assistance Program.
• Discounts on hirify.global products, including a free copy of TurboTax.
• Marketing support and ongoing collaboration opportunities for building a local customer portfolio.