Tax Expert - Expert Center (Tax)

Location: Onsite at a TurboTax location in the United States; must reside within the United States. Minneapolis, Minnesota is listed as the job location. Primarily 8:00 AM–5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.

Base pay: $23.50–$41.00 per hour, depending on state and work location. Additional cash bonus, equity rewards, and benefits may apply.

Company

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

What you will do

• Prepare and review federal and state individual tax returns, including simple and complex situations involving business income, investments, deductions, and amendments.
• Provide personalized tax advice, conduct discovery sessions and tax reviews, and help customers optimize deductions, reduce tax liabilities, and maximize refunds.
• Serve as a trusted advisor for in-person and virtual customers, explaining tax solutions in accessible language and addressing tax-related questions.
• Build and grow a local TurboTax customer base through outreach, referrals, community partnerships, workshops, pop-ups, and networking events.
• Connect customers with relevant hirify.global services such as bookkeeping, payroll, financial planning, and Credit Karma.
• Develop long-term customer relationships and support a high-quality customer experience.

Requirements

• EA, CPA, or practicing attorney credentials are preferred, along with strong tax preparation experience and knowledge of tax laws.
• Active Preparer Tax Identification Number (PTIN) required.
• At least 3 years of paid experience filing 30 or more federal and state individual 1040 returns per tax season using professional tax preparation software.
• Familiarity with Circular 230 and the ability to obtain required state licenses, certificates, permits, or bonds.
• Must reside in the United States and work onsite at a TurboTax office.
• Must complete required compliance, product, cross-training, and professional development programs; bilingual English/Spanish skills are a plus.

Nice to have

• Experience with holistic tax advisory services beyond tax filing.
• Experience or interest in bookkeeping, payroll, business tax advisory, or related service areas.
• Bilingual English/Spanish communication skills.

Culture & Benefits

• Collaborative work with financial experts across tax, bookkeeping, payroll, financial planning, and advisory services.
• 401(k) savings plan with company matching, paid sick time, and Employee Stock Purchase Plan.
• Errors and omissions insurance provided by hirify.global and access to an Employee Assistance Program.
• Discounts on hirify.global products, including a free copy of TurboTax.
• Marketing resources and collaboration opportunities with TurboTax professionals to support local customer growth.