Tax Support Associate - Retail

About the role

The TurboTax Retail Expert is a dedicated, on-site financial professional providing in-person tax services at retail or flagship locations.

Responsibilities

• Offer full-service tax return preparation, advice, calculations, and product support for a range of tax situations.
• Engage with customers to understand their unique financial needs and build long-term relationships.
• Serve as a community ambassador, promoting TurboTax and attracting new clients through proactive outreach and local marketing activities.
• Create an exceptional customer experience by delivering professional, personalized guidance and addressing tax challenges.
• Utilize tax expertise, professional tools, and resources to optimize deductions, minimize liabilities, and plan future taxes.

Qualifications

• Active EA, CPA, or attorney license with at least 3 years of tax preparation experience.
• Proficiency in filing federal and state individual tax returns using professional software.
• Knowledge of tax law, Circular 230, and relevant licenses or permits.
• Excellent communication, customer service, and community engagement skills.
• Comfortable working onsite, with a flexible schedule, and creating content to enhance community presence.
• Bilingual skills (English/Spanish) are a plus.
• Self-driven, entrepreneurial mindset with the ability to manage multiple priorities independently.