Tax Expert - Expert Center (Northeast)

Location: New York, NY; onsite at a TurboTax location in the United States. Must reside within the United States and work primarily from 8:00 AM–5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.

Salary: $27.00–$41.00 per hour in New York.

Company

hirify.global is a financial technology platform providing products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Prepare federal and state individual tax returns and provide hands-on tax advice for simple and complex situations.
• Conduct discovery sessions and tax reviews to identify deductions, reduce tax liabilities, maximize refunds, and provide future tax planning guidance.
• Serve as a trusted advisor for in-person and virtual customers using TurboTax products and video communication tools.
• Build and grow a local customer base through outreach, referrals, community partnerships, events, and educational workshops.
• Connect customers with relevant hirify.global services, including bookkeeping, payroll, financial planning, and Credit Karma.
• Build long-term customer relationships and deliver a professional, empathetic experience.

Requirements

• At least 3 years of paid experience filing 30 or more federal and state individual 1040 returns per tax season using professional tax preparation software.
• Active Preparer Tax Identification Number (PTIN).
• Strong knowledge of tax laws and familiarity with Circular 230.
• Comfort working onsite for at least 20 hours per week, with increased hours possible during peak tax season.
• Ability to complete required compliance, product, cross-training, and professional development programs.
• Ability to obtain required state licenses, certificates, permits, or bonds.

Nice to have

• EA, CPA, or practicing attorney credentials.
• Experience with holistic tax advisory services beyond tax filing.
• Bilingual English/Spanish communication skills.
• Interest in creating accessible tax content and developing a local and online social presence.

Culture & Benefits

• 401(k) savings plan with company matching.
• Paid sick time and Employee Assistance Program.
• Employee Stock Purchase Plan and potential equity rewards.
• Errors and omissions insurance provided by hirify.global.
• Discounts on hirify.global products, including a free copy of TurboTax.
• Collaboration with TurboTax professionals and access to marketing support.