Onsite Tax Pro & Community Advocate

Intuit, Inc.

Town of Hempstead (NY)

On-site

USD 44,000 - 50,000

Part time

14 days+

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Benefits offered by this job

401(k) with company match
Employee Stock Purchase Plan
Discounts on Intuit products
Free TurboTax copy
Employee Assistance Program

Job summary

Intuit, Inc. is hiring TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will interact with customers in-person, provide tax expertise, and support TurboTax product use while helping clients achieve positive financial outcomes. As a local ambassador, you’ll grow your client base, build long-term relationships, and participate in community marketing efforts, all while maintaining a front-facing retail presence and adhering to Intuit

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Must possess or obtain any related State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 tax returns per tax season.
  • Familiarity with Circular 230.
  • Must be comfortable working onsite at a TurboTax retail or flagship location, min 20 hours/week.
  • Interest in building a local and online social presence as a TurboTax Expert.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services beyond tax filing.
  • Willing to wear a TurboTax uniform.
  • Willing to work in front-facing retail environment.

Responsibilities

  • Be a Proactive Community Ambassador: represent TurboTax locally as a fixture and public face.
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients.
  • Lead and participate with TurboTax in local marketing to make taxes accessible.
  • Provide Tax Expertise: give hands-on tax advice and complete preparation services for TurboTax customers.
  • Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
  • Utilize government sites, professional tools, and team expertise for accurate solutions.
  • Deliver a Best in Class Customer Experience: professionalism and genuine care for clients.
  • Build long-term trust and repeat business; interact in-person and via Intuit tools.
  • Address client inquiries while helping them overcome tax-related challenges.

Skills

EA/CPA/Attorneys license
PTIN
State licenses
3+ years tax returns
Circular 230
Onsite availability
Bilingual
Tax advisory
Uniform
Front-facing retail

Job description

Intuit, Inc. is hiring TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will interact with customers in-person, provide tax expertise, and support TurboTax product use while helping clients achieve positive financial outcomes. As a local ambassador, you’ll grow your client base, build long-term relationships, and participate in community marketing efforts, all while maintaining a front-facing retail presence and adhering to Intuit

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