Tax Professional – Retail
$53,040–$59,280 year
On-siteSanta Monica, California, United States
Job Summary
Represent TurboTax locally by serving as a public face of the brand, engaging new prospects, and leading community events to convert leads into long-term clients. Provide full-service tax preparation, including hands-on advice, calculations, and return filing for personal and business income, while facilitating discovery sessions to uncover deductions and maximize refunds. Deliver a best-in-class customer experience through in-person and virtual interactions, addressing inquiries and building trust to turn one-time transactions into multi-year relationships. Work onsite at a retail location Sunday through Saturday for a minimum of 20 hours weekly, utilizing Intuit TurboTax products and state-of-the-art video communication tools.
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
Desired Qualifications
- Interest in building a local and online social presence as a Tax Associate
- Creating accessible tax-related content and resources for your community
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Willingness to wear a TurboTax uniform
- Willingness to work in a front facing retail environment
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for the local community
- Entrepreneurial and self-driven with a business ownership mindset
- Exceptional customer service skills
- High empathy
- Friendly, professional demeanor
- Excitement 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
- Management of multiple priorities
- Proficiency with technology, including tax preparation software and CRM/sales tools
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