Mid Level Tax Professional Jobs
Mid level tax professional jobs go to practitioners ready to own complex client engagements, guide junior staff, and deliver accurate filings with minimal supervision. Roles run across on-site, remote, and hybrid settings within Technology & Software, with employers like Intuit hiring at this level now.
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Showing 5 of 15+ Mid Level Tax Professional jobs
Overview
About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products.
Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance.
As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services.
Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review.
This role is nonexempt and requires onsite presence at a TurboTax store in the United States.
What You’ll Do:
Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support.
Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
Be a Proactive Community Ambassador
What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including:
Key Qualifications
- Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
- Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
- General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
- Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
- Familiarity with Circular 230
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand
- Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
- Bilingual (English/Spanish) communication skills are a plus
- Experience in holistic tax advisory services beyond tax filing
- Must be willing to wear a TurboTax Uniform
- Must be willing to work in a front facing retail environment
Attributes & Skills:
- Passionate about empowering customers and helping them overcome the complexities of taxation.
- Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Overview
About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products.
Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance.
As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services.
Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review.
This role is nonexempt and requires onsite presence at a TurboTax store in the United States.
What You’ll Do:
Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support.
Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
Be a Proactive Community Ambassador
What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including:
Key Qualifications
- Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
- Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
- General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
- Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
- Familiarity with Circular 230
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand
- Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
- Bilingual (English/Spanish) communication skills are a plus
- Experience in holistic tax advisory services beyond tax filing
- Must be willing to wear a TurboTax Uniform
- Must be willing to work in a front facing retail environment
Attributes & Skills:
- Passionate about empowering customers and helping them overcome the complexities of taxation.
- Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
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Mid Level Tax Professional Jobs: Frequently Asked Questions
How do I get a mid level tax professional job?
Position yourself around ownership and accuracy: highlight returns you managed independently, client relationships you maintained, and any process improvements you led. Tailor your resume to show depth in a specific area, whether that is individual tax, corporate compliance, or state and local filings. Employers at this level want to see that you can handle a full workload with limited supervision, so concrete outcomes matter more than titles.
Which companies hire mid level tax professionals?
Companies hiring mid level tax professionals right now include Intuit, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes from a wide mix of public accounting firms, regional CPA practices, and in-house corporate tax departments across industries that carry significant compliance obligations.
Are there remote mid level tax professional jobs?
Yes, remote and hybrid options are available at this level. About 0% of mid level tax professional openings are remote or hybrid as of September 2026, reflecting how many firms have made flexible arrangements permanent for experienced preparers and analysts who can manage client work and deadlines independently.
How do I move up to a mid level tax professional role?
Progression into mid level typically follows a few consistent steps: building comfort with complex return types, taking ownership of client files rather than just supporting a senior preparer, and demonstrating measurable accuracy and efficiency over time. Earning credentials like a CPA or Enrolled Agent designation accelerates the move, as does proactively seeking projects that require independent judgment rather than waiting to be assigned them.
Which industries hire the most mid level tax professionals?
Mid Level tax professional roles concentrate in Technology & Software, based on current listings on Migrate Mate as of September 2026. Those sectors tend to carry high transaction volumes, multi-entity structures, or complex regulatory reporting requirements that create steady demand for experienced tax practitioners who can work with limited oversight.