Onsite Tax Advisor & Retail Expert

Intuit

New York (NY)

On-site

USD 44,000 - 50,000

Part time

14 days+
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Benefits offered by this job

401(k) match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. This role blends tax expertise with community engagement to help customers navigate their tax needs and achieve positive financial outcomes.

As a TurboTax - Retail Expert, you will provide in-person tax return preparation, tax advice, calculations, and software support. You will grow the local client base and build long-term relationships while delivering an

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Have an active PTIN to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds as applicable.
  • Minimum of 3 years preparing 1040s (federal/state) with professional software.
  • Familiarity with Circular 230 and tax compliance rules.
  • Willing to work onsite at a TurboTax location, 20+ hours/week, weekends included.
  • Willing to wear a TurboTax uniform.
  • Experience in holistic tax advisory services beyond filing.

Responsibilities

  • Be a proactive community ambassador for TurboTax locally.
  • Provide hands-on tax advice and complete preparation services for customers.
  • Develop long-term client relationships and drive local client acquisition.
  • Assist customers in-person and via Intuit tools and marketing resources.

Skills

EA/CPA/attorney license
PTIN
Onsite availability
Uniform wearing
Front-facing retail
Tax advisory experience
Bilingual EN/ES (plus)
Strong communication

Job description

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. This role blends tax expertise with community engagement to help customers navigate their tax needs and achieve positive financial outcomes.

As a TurboTax - Retail Expert, you will provide in-person tax return preparation, tax advice, calculations, and software support. You will grow the local client base and build long-term relationships while delivering an

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