Tax Professional – Retail
$53,040–$59,280 year
On-siteRancho Cucamonga, California, United States
Job Summary
Prepare full-service tax returns, provide personalized tax advice, and conduct discovery sessions to maximize refunds and optimize deductions for clients. Engage new prospects, nurture leads, and convert them into long-term loyal customers through proactive outreach and local community events. Deliver exceptional in-person and virtual support using Intuit TurboTax products and state-of-the-art video communication tools. Represent TurboTax as a public face in the local community, leading marketing initiatives and creating accessible tax content. Work onsite at a retail location Sunday through Saturday, managing multiple priorities in a fast-paced environment while building a thriving client portfolio.
Required Qualifications
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes
- Must 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
- 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, creating accessible tax-related content and resources for your community in accordance with Intuit's policies
- Bilingual (English/Spanish) communication skills are a plus
- 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 and excited to work with Intuit to engage with and build Intuit's presence in your local community
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio
- 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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