Tax Associate - TurboTax Store (Los Angeles)
$53,040–$59,280 year
On-siteSanta Ana, California, United States
Job Summary
Represent TurboTax locally by enthusiastically engaging with prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Provide full-service tax return preparation, including advice, calculations, and software support for personal and business income, while facilitating discovery sessions to uncover deductions and maximize refunds. Deliver a best-in-class customer experience by building trust through genuine interest in clients' financial goals, addressing inquiries in-person or via video communication, and helping them overcome tax challenges. Work onsite at a TurboTax location Sunday through Saturday, minimum 20 hours weekly, to serve as a community fixture and public face.
Required Qualifications
- Active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and 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 using professional tax preparation software
- Familiarity with Circular 230
- Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
- Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front facing retail environment
- Must reside within the United States
Desired Qualifications
- Passionate about empowering customers and helping them overcome the complexities of taxation
- Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor
- Excited to be showcased as a TurboTax Associate 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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