Retail Tax Advisor & Community Ambassador

Intuit

New York (NY)

On-site

USD 44,000 - 50,000

Full time

7 days ago
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Benefits offered by this job

401(k) Match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance
Product discounts
Marketing support

Job summary

Intuit is seeking year-round TurboTax Retail Experts to join our retail or flagship locations across the United States. You will serve as a trusted advisor, delivering hands-on tax preparation, exploring deductions, and guiding customers toward positive financial outcomes.

Join a dynamic team, support local marketing efforts, and help build a loyal, multi-year customer relationship in a fast-paced retail environment.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • PTIN required to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax retail or flagship location, 20+ hours/week.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
  • Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
  • Utilize government sources and tools to deliver accurate tax solutions in everyday language.
  • Create a best-in-class customer experience and build long-term trust with clients.
  • Engage in local community marketing efforts and events supporting TurboTax.

Skills

Tax prep
Public speaking
Customer service
Onsite availability
Bilingual

Education

EA/CPA/Attorney license

Tools

Tax prep software
CRM tools

Job description

Intuit is seeking year-round TurboTax Retail Experts to join our retail or flagship locations across the United States. You will serve as a trusted advisor, delivering hands-on tax preparation, exploring deductions, and guiding customers toward positive financial outcomes.

Join a dynamic team, support local marketing efforts, and help build a loyal, multi-year customer relationship in a fast-paced retail environment.

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