Intuit US | Tax Expert - TurboTax Store (New York)

What you’ll do

• Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
• This unique opportunity 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.”
• You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.
• 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.
• This role is non-exempt and requires onsite presence at a TurboTax location in the United States.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Deliver a Best in Class Customer Experience
• 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.
• Operating hours are subject to change and will likely scale up during periods of peak customer demand.

Requirements

• 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).
• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• 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.
• 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.
• 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.
• Must reside within the United States.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
• Familiarity with Circular 230

Intuit US

Intuit US is an employer hiring in India (sector: Technology / IT / BPM). In its own words: "The Intuit platform puts a team of AI agents and trusted experts by your side."

Its finance, accounts, audit and tax openings in India are mostly in Mountain View, San Diego, New York and Los Angeles.

• Industry: Technology / IT / BPM