Community Tax Professional

We are seeking a skilled and experienced tax professional to join our team as a Seasonal Local Service Associate.

Job Details

This is a seasonal opportunity to work onsite from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. As a Seasonal Local Service Associate, you will be responsible for providing full-service tax return preparation, tax advice, calculations, and software/product support to our clients.

About the Role:

• You will work closely with our team to ensure that our clients receive exceptional customer service and support.

Key Responsibilities:

• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador: Embody a 'community ambassador' and 'business owner' mindset to cultivate a robust client base.
• Educate and Communicate Confidently: Enthusiastically represent us in your local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Requirements:

• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Willing and available to work a static weekly schedule with a minimum of 24 hours per week at our location.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Attributes & Skills:

• Entrepreneurial and self-driven with a business ownership mindset to grow your client portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.

Benefits:

• A dynamic and supportive work environment.
• The opportunity to develop new skills and gain experience.
• A competitive compensation package.

Salary : $23,700 - $28,000