In-Store Tax Advisor

Prepare tax returns and provide personalized tax advice, planning, calculations, and TurboTax product support for in-person customers. Build relationships with clients, engage in local outreach and marketing, and help individuals and businesses identify deductions and achieve their financial goals. This role is based at a TurboTax retail or flagship location.

Responsibilities

• Prepare federal and state tax returns for individual customers, including simple and complex situations.
• Provide tax advice, calculations, and future tax planning guidance.
• Conduct discovery sessions and tax reviews to identify deductions and minimize tax liabilities.
• Support customers using Turbo
• Tax products and address tax-related inquiries.
• Engage in local outreach and marketing to attract prospects and build long-term client relationships.
• Deliver personalized in-person and video-based customer service.

Required Skills

• Individual tax return preparation
• Federal and state tax filing
• Tax law
• Tax planning
• Tax calculations
• Deduction optimization
• Personal and business income tax
• Tax amendments
• Turbo
• Tax software support
• Tax research using government websites