Retail Tax Specialist

Role Overview The TurboTax Retail Expert is a customer-focused professional providing in-person tax services at retail locations. This role involves offering comprehensive tax advice, preparing tax returns, and supporting TurboTax software to help clients optimize refunds and minimize liabilities. As a community ambassador, you will engage with prospects, build long-term relationships, and promote tax awareness through local marketing efforts. You will deliver exceptional customer experiences by understanding individual financial situations, fostering trust, and guiding clients toward their financial goals. The position requires working onsite, wearing a TurboTax uniform, and maintaining professional standards in a retail environment. Key qualifications include a valid EA, CPA, or attorney license, with experience preparing at least 30 federal and state tax returns annually. Strong communication skills, technological proficiency, and a passion for community engagement are essential. Preferred attributes include bilingual abilities, entrepreneurial mindset, and the ability to work independently in a fast-paced setting. The role offers competitive pay, performance-based bonuses, and benefits, with opportunities to grow your client base and participate in marketing initiatives.