Tax Expert - Expert Center (Southcentral) (Tax & Bookkeeping)

Location: Onsite at a TurboTax office in the United States; must reside within the United States. The listed location is Dallas, TX. Primarily 8:00 AM–5:00 PM local time, Monday through Friday, with a minimum of 20 hours per week.

Salary: $23.50–$41.00 per hour, depending on state, experience, skills, and work location; eligible for bonus and equity rewards.

Company

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

What you will do

• Prepare federal and state individual tax returns for simple and complex situations, including business income, deductions, investments, and amendments.
• Provide personalized tax advice, conduct discovery sessions and tax reviews, optimize deductions, maximize refunds, and support future tax planning.
• Serve in-person and virtual TurboTax customers using professional tax preparation software and video communication tools.
• Build and grow a local customer base through outreach, referrals, community partnerships, workshops, pop-ups, and networking events.
• Connect customers with complementary hirify.global services such as bookkeeping, payroll, financial planning, and Credit Karma.
• Develop long-term customer relationships and deliver a professional, empathetic customer experience.

Requirements

• EA, CPA, or practicing attorney credentials with strong tax preparation experience preferred.
• 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.
• Availability to work onsite for at least 20 hours per week, primarily during local business hours, with increased hours possible during tax season.
• Willingness to complete required compliance, product, cross-training, and professional development programs.

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 growth-minded 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, plus marketing support.
• Uniforms are provided, and participation in local and national marketing may be required.