Senior Tax Accountant - Client Advisory & Retail

About the Role

Intuit is seeking highly motivated individuals to join as dedicated year-round TurboTax Retail Experts in one of its TurboTax Retail or Flagship locations across the United States. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

Responsibilities

• Serve customers in-person using Intuit TurboTax products, providing full-service tax return preparation, tax advice, calculations, and software/product support.
• Demonstrate understanding of each customer’s unique situation and connect with them on a personal level to alleviate tax-related stress.
• Grow TurboTax’s client base within the local community by attracting new clients, establishing long-term relationships, and driving customer loyalty.
• Leverage TurboTax marketing support and software to build a thriving business that fosters prosperity for both you and your community.
• Act as a proactive community ambassador, serving as the public face of TurboTax locally through outreach, marketing, and engagement.
• Provide hands-on tax advice and complete preparation services for customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in accessible language.
• Create an exceptional customer experience through professionalism, genuine interest in helping clients achieve financial goals, and building long-term trust.
• Interact with customers both in-person and via Intuit’s video communication tools, addressing inquiries and helping overcome tax-related challenges.

Requirements

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience; deep knowledge of tax law preferred.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• 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.
• Willingness to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week; operating hours subject to change and likely to scale up during peak demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing is a plus.
• Willingness to wear a TurboTax uniform and work in a front-facing retail environment.
• Must reside within the United States.

Attributes & Skills

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about engaging with and building Intuit’s presence in your local community (e.g., speaking at events, creating tax tips and educational content).
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Benefits

• 401(k) Savings Plan with company matching.
• Paid sick time.
• Employee Stock Purchase Plan.
• Errors & Omissions (E&O) Insurance provided by Intuit.
• Employee Assistance Program.
• Discounts on Intuit products, including a free copy of TurboTax.
• Ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support.

Pay

The expected base pay range for this position is $32.50 – $36.00 per hour in New York. This position is eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity comparisons across categories of ethnicity and gender.