Experienced Tax Expert - In-Store
$67,600–$74,880 year
On-siteStamford, Connecticut, United States
Job Summary
Provide full-service tax return preparation, tax advice, and calculations for in-person customers while leveraging TurboTax products to maximize refunds and optimize deductions. Facilitate discovery sessions to uncover additional deductions and deliver future tax planning advice using personalized language and professional tools. Act as a proactive community ambassador by engaging new prospects, nurturing leads, and converting them into long-term clients through local marketing efforts. Deliver a best-in-class customer experience by building trust to transform one-time transactions into loyal, multi-year relationships, addressing inquiries and helping clients overcome tax challenges both in-person and via video communication. Work onsite at a TurboTax retail or flagship location from Sunday through Saturday for a minimum of 20 hours per week.
Required Qualifications
- Active, unrestricted EA, CPA, or attorney license
- Strong tax preparation experience with deep knowledge of tax law
- Active Preparer Tax Identification Number (PTIN)
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
- Familiarity with Circular 230
- Must be comfortable working onsite at a TurboTax retail or flagship location
- Must be available Sunday through Saturday
- Must be available for a minimum of 20 hours per week
- Must reside within the United States
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front facing retail environment
Desired Qualifications
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Interest in building a local and online social presence as a TurboTax Expert
- Creating accessible tax-related content and resources for your community
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Passionate about empowering customers and helping them overcome the complexities of taxation
- Passionate about your local community
- Entrepreneurial and self-driven with a business ownership mindset
- Excited to be showcased as a TurboTax Expert in local and national marketing efforts
- Strong verbal and written communication skills
- Ability to work in a fast-paced environment independently while managing multiple priorities
- Proficient with technology, including tax preparation software and CRM/sales tools
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