Tax Expert - Expert Center (West) (Tax)

Location: Onsite in Pasadena, California; candidates must reside within the United States. The role is primarily scheduled from 8:00 AM to 5:00 PM local time, Monday through Friday, with a minimum of 20 hours per week. Hours may increase during tax season.

Salary: $27.00–$41.00 per hour in Southern California, plus potential 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

• Prepare federal and state individual tax returns, including straightforward and complex cases involving business income, investments, deductions, and amendments.
• Provide hands-on tax advice, conduct discovery sessions and tax reviews, optimize deductions, and advise customers on future tax planning.
• Serve in-person and virtual customers using TurboTax products and video communication tools.
• Build and grow a local customer base through outreach, referrals, community partnerships, workshops, pop-ups, and networking events.
• Understand customers’ broader financial needs and connect them with bookkeeping, payroll, financial planning, Credit Karma, and other hirify.global services.
• Develop long-term customer relationships and deliver accurate, empathetic, professional support.

Requirements

• 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.
• Active PTIN required; familiarity with Circular 230.
• EA, CPA, or practicing attorney credentials with strong tax preparation experience are preferred.
• Must reside in the United States and work onsite at a TurboTax office.
• Must be able to obtain applicable state licenses, certificates, permits, or bonds.
• Must complete required compliance, product, cross-training, and professional development programs.

Nice to have

• Bilingual English/Spanish communication skills.
• Experience in holistic tax advisory services beyond tax filing.
• Interest in creating tax-related content and building a local or online social presence.

Culture & Benefits

• Collaborative work with a network of financial and tax professionals.
• Training and development for bookkeeping, payroll, business tax advisory, and other service areas.
• 401(k) savings plan with company matching and paid sick time.
• Employee Stock Purchase Plan, Employee Assistance Program, and discounts on hirify.global products.
• Errors and Omissions insurance provided by hirify.global, plus marketing support and TurboTax resources.