Tax Expert - Expert Center (Southeast) (Fintech)

Location: Port St. Lucie, Florida, United States; onsite at a TurboTax location. Must reside within the United States and work primarily from 8:00 AM–5:00 PM local time, Monday through Friday, for at least 20 hours per week.

Compensation: $23.50–$41.00 per hour depending on work location, plus potential cash bonus, equity rewards, and benefits.

Company

hirify.global is a financial technology platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Prepare federal and state individual tax returns, including W-2, business income, investments, deductions, and amendments.
• Provide tax advice, conduct discovery sessions and tax reviews, and support future tax planning.
• Serve in-person and virtual customers using TurboTax products and video communication tools.
• Connect customers with bookkeeping, payroll, financial planning, advisory, and Credit Karma solutions.
• Build a local customer base through outreach, referrals, community partnerships, workshops, and networking events.
• Develop long-term customer relationships and represent TurboTax in local and national marketing initiatives.

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 Preparer Tax Identification Number (PTIN) and familiarity with Circular 230.
• EA, CPA, or practicing attorney credentials with strong tax preparation experience preferred.
• Ability to work onsite in the United States, primarily during local business hours, for a minimum of 20 hours per week.
• Must complete required compliance, upskilling, cross-training, and professional development programs.
• Must possess or be able to obtain applicable state licenses, certificates, permits, or bonds.

Nice to have

• Bilingual English/Spanish communication skills.
• Experience with 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 experts and marketing professionals.
• 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.
• Discounts on hirify.global products, including a free copy of TurboTax.