Retail Tax Pro: Local Expert & Community Builder

SonicJobs; Melville (NY); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan

Discounts on Intuit products including

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, tax advice, and software/product support to customers, combining tax expertise with community engagement to build lasting relationships.

As a trusted advisor, you’ll grow TurboTax’s client base, deliver outstanding service, educate customers about deductions, refunds, and planning, and represent TurboTax with professionalism in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Be a Proactive Community Ambassador: Represent TurboTax locally, engage with prospects, nurture leads, and support local marketing.
• Provide Tax Expertise: Give hands‑on tax advice and complete preparation services for TurboTax customers, handle simple to complex tax situations.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience, build long‑term trust, and assist customers in person and via TurboTax tools.

Skills

Tax expertise

Client-facing

Bilingual (English/Spanish)

Education

EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, tax advice, and software/product support to customers, combining tax expertise with community engagement to build lasting relationships.

As a trusted advisor, you’ll grow TurboTax’s client base, deliver outstanding service, educate customers about deductions, refunds, and planning, and represent TurboTax with professionalism in a