Tax Professional - TurboTax Store
$31,200–$31,200 year
On-sitePlano, Texas, United States
Job Summary
Represent TurboTax locally by engaging new prospects, nurturing leads, and converting them into long-term clients through proactive outreach and community events. Provide full-service tax return preparation, including hands-on advice, calculations, and deductions optimization for both personal and business income. Facilitate discovery sessions to uncover deductions and maximize refunds while delivering personalized solutions in everyday language. Serve customers in-person and virtually using state-of-the-art video tools to build trust and turn one-time transactions into loyal, 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 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
- 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 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
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for the local community and engagement with Intuit to build its presence
- Entrepreneurial and self-driven mindset with a business ownership approach
- Exceptional customer service skills, high empathy, and a 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 while managing multiple priorities
- Proficiency with technology, including tax preparation software and CRM/sales tools
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