Tax Expert - Expert Center (Midwest)

Location: Olympia Fields, Illinois; onsite at a TurboTax office in the United States. Must reside within the United States. Primarily 8:00 AM–5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.

Salary: $26.00–$39.00 per hour in Illinois. Additional cash bonus, equity rewards, and benefits may apply.

Company

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

What you will do

• Prepare federal and state individual tax returns and provide tax advice for simple and complex situations.
• Conduct discovery sessions and tax reviews to identify deductions, reduce tax liabilities, maximize refunds, and provide future tax planning guidance.
• Serve in-person and virtual customers using TurboTax products and communication tools.
• Build a local customer base through outreach, referrals, community partnerships, workshops, and networking events.
• Connect customers with complementary hirify.global services such as bookkeeping, payroll, business tax advisory, financial planning, and Credit Karma.
• Build long-term customer relationships and deliver a professional, empathetic experience.

Requirements

• EA, CPA, or practicing attorney credentials are preferred, together 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 software.
• Familiarity with Circular 230 and proficiency with tax preparation software and CRM or sales tools.
• Ability to work onsite, complete required training, use hirify.global-provided uniforms, and obtain required state licenses, certificates, permits, or bonds.
• Strong communication, customer service, empathy, independence, and ability to manage multiple priorities.

Nice to have

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

Culture & Benefits

• Year-round role supporting TurboTax customers and the local community.
• Training and development for additional service areas, including bookkeeping, payroll, and business tax advisory.
• 401(k) savings plan with company matching, paid sick time, and Employee Stock Purchase Plan.
• Errors and omissions insurance, Employee Assistance Program, and discounts on hirify.global products.
• Collaboration with TurboTax professionals and access to marketing support.