Licensed Tax Accountant – In-Store
$67,600–$74,880 year
On-siteNew York City, New York, United States
Job Summary
Provide full-service tax return preparation, tax advice, and software support to in-person customers using Intuit TurboTax products. Act as a proactive community ambassador by engaging prospects, nurturing leads, and driving local marketing efforts to grow the client base. Facilitate discovery sessions to uncover deductions, minimize liabilities, and deliver personalized tax planning in everyday language. Deliver a best-in-class customer experience by building long-term trust and addressing inquiries through in-person interactions and video tools. Work onsite at a TurboTax retail or flagship location Sunday through Saturday for a minimum of 20 hours per week.
Required Qualifications
- Active, unrestricted EA, CPA, or attorney license
- Strong tax preparation experience with deep knowledge of tax law
- Active Preparer Tax Identification Number (PTIN)
- 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
- Must be available Sunday through Saturday
- Must be available for a minimum of 20 hours per week
- Must reside within the United States
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front facing retail environment
Desired Qualifications
- Deep knowledge of tax law preferred
- Interest in building a local and online social presence as a TurboTax Expert
- Creating accessible tax-related content and resources for your community
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Passionate about empowering customers and helping them overcome the complexities of taxation
- Passionate about your local community
- Entrepreneurial and self-driven with a business ownership mindset
- 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
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