Tax Support Associate - Retail
$64,480–$71,760 year
On-siteNiles, Illinois, United States
Job Summary
Provide full-service tax return preparation, tax advice, calculations, and software support to in-person customers using Intuit TurboTax products. Conduct discovery sessions and tax reviews to uncover deductions, minimize liabilities, and provide future planning guidance. Act as a proactive community ambassador by engaging new prospects, nurturing leads, converting them into long-term clients, and participating in local marketing efforts. Deliver a best-in-class customer experience by building trust to transform one-time transactions into loyal, multi-year relationships while addressing inquiries and overcoming tax-related challenges. Work onsite at a TurboTax Retail or Flagship location Sunday through Saturday for a minimum of 20 hours per week.
Required Qualifications
- Active, unrestricted EA, CPA, or attorney license
- Strong tax preparation experience with deep knowledge of tax law
- 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 30 or more federal and state individual 1040 tax returns per tax season
- Experience using professional tax preparation software
- Familiarity with Circular 230
- 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
- Exceptional customer service skills
- High empathy
- Friendly, professional demeanor
- 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
Desired Qualifications
- Deep knowledge of tax law
- Interest in building a local and online social presence as a TurboTax Expert
- Creating accessible tax-related content and resources for your community
- Experience in holistic tax advisory services beyond tax filing
- Bilingual (English/Spanish) communication skills
- 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
- Excited to be showcased as a TurboTax Expert in local and national marketing efforts
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.