Tax Professional – Retail

About the Role

In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products, providing full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

Responsibilities

• Be a Proactive Community Ambassador: Represent TurboTax locally as a fixture and public face of the brand; engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach; lead and participate in local marketing with TurboTax support to make taxes accessible and approachable.
• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax 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; use resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations); connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship; interact with customers both in-person and through Intuit’s state-of-the-art video communication tools; address client inquiries while helping them 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 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 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 your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• 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 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 growth-minded professionals and marketing support.

Pay

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