Tax Associate - TurboTax Store (Dallas)
$31,200–$31,200 year
On-siteCelina, Texas, United States
Celina, Texas, United StatesOn-sitePart Time$31,200–$31,200 yearEntry LevelEnterprise
Part TimeEntry LevelEnterprise
Job Summary
Represent TurboTax locally by engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach and community events. Provide full-service tax preparation, including advice, calculations, and software support, while facilitating discovery sessions to uncover deductions and maximize refunds. Deliver an exceptional in-person and virtual customer experience by connecting with individuals to build trust and help them achieve financial goals. Work onsite at a retail location Sunday through Saturday, managing multiple priorities in a fast-paced environment.
Required Qualifications
- Active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney
- Strong tax preparation experience
- Extensive knowledge of tax laws
- 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 50 or more federal and state individual 1040 tax returns per tax season
- Experience using professional tax preparation software
- Familiarity with Circular 230
- Must be comfortable working onsite at a TurboTax retail or flagship location
- Availability Sunday through Saturday
- 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
- Interest in building a local and online social presence as a Tax Associate
- 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
- Exceptional customer service skills
- High empathy
- Friendly, professional demeanor
- Strong verbal and written communication skills
- Ability to work in a fast-paced environment independently
- Proficient with technology, including tax preparation software and CRM/sales tools
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