Onsite Tax Pro & Community Advocate

Intuit, Inc.; New Rochelle (NY); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will prepare returns, provide tax advice, and help customers navigate tax needs while building a local client base.

Role emphasizes community engagement, a strong customer focus, and the ability to explain tax topics in everyday language. Onsite, retail environment, with benefits and marketing support.

Qualifications

• Active EA, CPA, or attorney license with tax prep experience.
• PTIN required to file taxes and state licenses or bonds may be needed.
• Minimum 3 years of paid tax returns experience using professional software.

Responsibilities

• Provide on-site tax preparation and tax advice for TurboTax Retail customers.
• Grow client base through local community engagement and relationships.
• Deliver exceptional customer experiences and explain tax concepts clearly.

Skills

Tax prep experience

PTIN holder

State licenses

1040 returns 30+

Circular 230

Onsite 20 hrs/wk

Bilingual EN/SP

Holistic tax advisory

Front-facing

Uniform worn

Tools

Tax prep software

CRM / sales tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in the United States. You will prepare returns, provide tax advice, and help customers navigate tax needs while building a local client base.

Role emphasizes community engagement, a strong customer focus, and the ability to explain tax topics in everyday language. Onsite, retail environment, with benefits and marketing support.