Tax Associate - In-Store
$64,480–$71,760 year
On-siteNaperville, Illinois, United States
Job Summary
Prepare full-service tax returns, provide personalized tax advice, and facilitate discovery sessions to uncover deductions and maximize refunds for in-person customers. Act as a proactive community ambassador by engaging new prospects, nurturing leads, and driving local marketing efforts to grow the client base. Deliver a best-in-class customer experience by building long-term trust, addressing inquiries, and helping clients achieve financial goals through genuine interest and empathy. Work onsite at a TurboTax retail or flagship location from Sunday through Saturday, managing multiple priorities in a fast-paced environment while utilizing state-of-the-art 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)
- 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
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.