Tax Expert - TurboTax Store (Phoenix)

Location: Onsite at a TurboTax retail or flagship location in the United States; must reside within the United States. The role requires a minimum of 20 hours per week, Sunday through Saturday, with increased hours during peak demand periods.

Company

hirify.global is a financial technology platform powering products including TurboTax, Credit Karma, QuickBooks, and Mailchimp for approximately 100 million customers worldwide.

What you will do

• Represent TurboTax in the local community, engage prospects, nurture leads, and build a long-term client portfolio.
• Prepare federal and state individual tax returns, including simple and complex personal and business income situations, deductions, and amendments.
• Provide tax advice, conduct discovery sessions and tax reviews, and support future tax planning.
• Use government resources, professional tools, TurboTax products, and tax preparation software to deliver accurate solutions.
• Serve customers in person and through video communication tools while addressing tax-related questions.
• Support local marketing and create accessible tax-related content and resources in accordance with hirify.global policies.

Requirements

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active Preparer Tax Identification Number (PTIN).
• At least 3 years of paid experience filing 30 or more federal and state individual 1040 tax 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 be comfortable working onsite in a front-facing retail environment.
• Strong customer service, communication, technology, and multitasking skills; willingness to wear a TurboTax uniform.

Nice to have

• Bilingual English/Spanish communication skills.
• Experience providing holistic tax advisory services beyond tax filing.

Culture & Benefits

• Collaborative work with TurboTax’s network of financial experts.
• 401(k) savings plan with company matching.
• Paid sick time, Employee Stock Purchase Plan, and Employee Assistance Program.
• Errors and omissions insurance provided by hirify.global.
• hirify.global product discounts, including a free copy of TurboTax, plus marketing support.
• Cash bonus, equity rewards, and benefits under applicable company plans and programs.