Experienced Tax Expert - In-Store
$67,600–$74,880 year
On-siteRedlands, California, United States
Job Summary
Conduct full-service tax return preparation, provide tax advice, and handle calculations for customers using Intuit TurboTax products. Facilitate discovery sessions to uncover deductions, minimize liabilities, and maximize refunds while delivering personalized solutions in everyday language. Act as a proactive community ambassador by engaging new prospects, nurturing leads, and converting them into long-term clients through local marketing efforts. Build trust to transform one-time transactions into loyal, multi-year relationships by connecting with customers both in-person and via video communication tools.
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
- Deep knowledge of tax law preferred
- Interest in building a local and online social presence as a TurboTax Expert
- Creating accessible tax-related content and resources for your community
- Experience in holistic tax advisory services beyond tax filing
- Bilingual (English/Spanish) communication skills
- 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
- 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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