Tax Specialist

Responsibilities

• Prepare federal and state tax returns and provide year-round tax advice.
• Help customers identify deductions, reduce liabilities, and plan ahead.
• Build long-term client relationships and support local TurboTax marketing.
• Manage customer leads and interactions using tax software and CRM tools.

Requirements

• 3+ years of paid tax preparation experience, including 30+ individual returns per season.
• Active PTIN.
• EA, CPA, or attorney credential preferred.
• Strong knowledge of tax law and professional tax software.
• Comfortable working onsite in a customer-facing retail environment.
• Spanish fluency is a plus.