In-Store Tax Advisor & Community Growth Lead

Jobtome; New York (NY); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Ongoing collaboration opportunities

Job summary

Intuit seeks TurboTax Retail Experts to assist customers in New York and other TurboTax Retail or Flagship locations. You will provide in-person tax preparation, advice, and software support while building lasting client relationships and contributing to local community growth.

Role requires active tax licenses, PTIN compliance, and comfort working onsite in a retail environment. A strong emphasis on customer service and an entrepreneurial, community-focused mindset is essential.

Qualifications

• Active, unrestricted tax license with strong tax preparation experience.
• Must be able to work onsite at a TurboTax location.
• Experience with tax software and client advisory required.

Responsibilities

• Provide hands-on tax advice and full return preparation for customers.
• Lead local marketing and outreach to grow the client base.
• Deliver exceptional customer experience in-person and via tools.
• Assist with tax planning, deductions optimization, and amendments.

Skills

Tax expertise

Community engagement

Onsite availability

Bilingual (English/Spanish)

Education

EA/CPA license

Tools

CRM software

Job description

Intuit seeks TurboTax Retail Experts to assist customers in New York and other TurboTax Retail or Flagship locations. You will provide in-person tax preparation, advice, and software support while building lasting client relationships and contributing to local community growth.

Role requires active tax licenses, PTIN compliance, and comfort working onsite in a retail environment. A strong emphasis on customer service and an entrepreneurial, community-focused mindset is essential.