Tax Support Associate - Retail
val's services · Hoffman Estates, IL · 1 mo ago
Business DevelopmentFull-time
About the role
This position involves serving as a dedicated retail expert at a TurboTax location, providing in-person tax services and community engagement.
Responsibilities
- Tax Expertise & Customer Service: Offer comprehensive tax advice, prepare returns, identify deductions, minimize liabilities, and provide personalized tax planning.
- Community Engagement: Act as a local ambassador, attract new clients, and build long-term relationships through outreach and marketing efforts.
- Customer Experience: Deliver a professional, friendly, and trustworthy service, addressing client questions and helping them achieve financial goals.
- Marketing & Outreach: Promote TurboTax services within the community, participate in local events, and create accessible tax-related content.
Qualifications
- Active EA, CPA, or attorney license with at least 3 years of tax preparation experience, including filing 30+ federal and state returns per season.
- Familiarity with tax laws, Circular 230, and professional tax software.
- Strong communication, customer service, and community-building skills.
- Willingness to work onsite in a retail environment, including weekends.
- Bilingual skills (English/Spanish) are a plus.
Attributes & Additional Requirements
- Passion for empowering clients, entrepreneurial mindset, tech-savviness, and a friendly, professional demeanor.
- Must reside in the U.S. and obtain necessary licenses if applicable.