Tax Preparer – In-Store
$53,040–$59,280 year
On-siteNewport Beach, California, United States
Newport Beach, California, United StatesOn-sitePart Time$53,040–$59,280 yearEnterprise
Part TimeEnterprise
Job Summary
Prepare full-service tax returns, provide personalized tax advice, and conduct discovery sessions to maximize refunds and optimize deductions. Act as a proactive community ambassador by representing TurboTax locally, engaging prospects, and leading events to convert leads into long-term clients. Deliver a best-in-class customer experience through in-person and virtual interactions, building trust to foster multi-year relationships. Work onsite at a TurboTax location Sunday through Saturday for a minimum of 20 hours per week.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.