Tax Expert - Retail
$58,240–$74,880 year
On-site · Evanston, Illinois, United States
Job Summary
Tax Expert – Retail On-Site in TurboTax locations nationwide on a seasonal basis. Provide hands-on tax return preparation, tax advice, and software/product support to TurboTax clients, delivering an exceptional customer experience both in-person and via virtual channels. Build and nurture a local client base, lead community outreach and events, and collaborate with marketing resources to grow TurboTax’s presence. Leverage tax expertise to assess individual and small-business tax situations, optimize deductions, perform calculations, and offer future tax planning guidance. Must hold an active EA, CPA, or practicing-attorney credential with PTIN, be U.S.-based, and be available for a flexible 25–34 hour weekly schedule including afternoons, evenings, and weekends. Bilingual skills (English/Spanish) are a plus; strong communication, customer service, and CRM/sales-tool proficiency required.
Required Qualifications
- Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and PTIN
- Minimum of 3 years of paid experience filing 50+ federal and state individual 1040 tax returns per tax season using professional tax preparation software
- Familiarity with Circular 230
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
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