TurboTax Retail Expert: Local Tax Pro & Community Builder

Intuit, Inc.; New York (NY); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is seeking year-round 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 support to help customers navigate their taxes and achieve positive financial outcomes. You will join a collaborative team of tax professionals, grow your local client base, and serve as a trusted ambassador in the community.

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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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, representing TurboTax locally and engaging with prospects to convert them into clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling personal and business tax scenarios.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice.
• Deliver a best-in-class customer experience through professionalism and genuine interest in helping clients reach financial goals.
• Interact with customers in-person and through Intuit’s video communication tools, addressing inquiries and guiding tax solutions.

Skills

EA/CPA/attorney license

PTIN

State licenses

Tax preparation (1040)

Circular 230

Onsite presence

Bilingual (EN/ES)

Tools

Tax software

CRM

Job description

Intuit, Inc. is seeking year-round 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 support to help customers navigate their taxes and achieve positive financial outcomes. You will join a collaborative team of tax professionals, grow your local client base, and serve as a trusted ambassador in the community.