Tax Support Associate - Retail

About the role

Seeking motivated individuals to serve as TurboTax Retail Experts at retail or flagship locations, providing in-person tax assistance, advice, and software support. The role involves building trust with customers, delivering personalized tax solutions, and fostering community engagement.

Responsibilities

• Represent TurboTax locally, engaging prospects and converting leads into loyal clients through community outreach and marketing.
• Provide comprehensive tax services, including preparing and reviewing tax returns, identifying deductions, and offering future tax planning advice.
• Create an exceptional customer experience by understanding individual financial goals and addressing tax-related questions both in person and via digital communication tools.
• Build long-term relationships, enhancing customer loyalty and community presence.

Qualifications & Skills

• Active EA, CPA, or attorney license with at least 3 years of tax preparation experience, including filing 30+ federal and state returns annually.
• Experience with professional tax software, strong knowledge of tax laws, and familiarity with Circular 230.
• Willingness to work onsite, wear a uniform, and be available for a minimum of 20 hours weekly, including weekends.
• Excellent communication, customer service, and technology skills, with a passion for empowering clients and community engagement.
• Bilingual skills are a plus.

Additional Attributes

• Entrepreneurial mindset, self-driven, and capable of managing multiple priorities in a fast-paced environment.
• Strong interpersonal skills, empathy, and a friendly, professional demeanor.
• Willingness to create content and participate in local marketing efforts.