Tax Professional - Retail
Tharp Consulting · Skokie, IL · 1 mo ago
AccountingFull-time
About the role
A TurboTax Retail Expert serves as a trusted advisor, providing in-person tax preparation, advice, and support at retail locations.
Responsibilities
- Represent TurboTax locally, engaging with the community and attracting new clients.
- Offer hands-on tax services, handling a range of tax situations from simple to complex, including deductions and amendments.
- Conduct discovery sessions and reviews to maximize refunds and plan for future taxes.
- Create a positive customer experience, building trust and long-term relationships.
- Utilize marketing and software tools to grow the client base and foster community prosperity.
Qualifications
- Active EA, CPA, or attorney license with deep tax law knowledge; PTIN required.
- At least 3 years of experience filing 30+ federal and state tax returns using professional software.
- Comfortable working onsite, in a retail environment, with high customer service standards.
- Strong communication skills; bilingual ability is a plus.
- Willingness to wear a uniform and work in a front-facing role.
Attributes
- Passionate about empowering customers
- Community-oriented
- Entrepreneurial
- Empathetic
- Tech-savvy with excellent communication skills