Retail Tax Advisor

Prepare tax returns and provide personalized tax advice, planning, calculations, and TurboTax product support to in-person customers. Build relationships with local clients through community outreach and marketing, and help customers address tax questions and improve their financial outcomes.

Responsibilities

• Prepare federal and state tax returns for individual customers with simple to complex tax situations.
• Provide tax advice, calculations, and guidance on deductions, amendments, and tax planning.
• Conduct discovery sessions and tax reviews to identify deductions and help minimize tax liabilities.
• Use government resources, professional tools, and team expertise to deliver accurate tax solutions.
• Engage local prospects, participate in community marketing, and build long-term client relationships.
• Support customers in person and through video tools, responding to inquiries and providing Turbo
• Tax product assistance.

Required Skills

• Individual tax return preparation
• Federal tax preparation
• State tax preparation
• Tax law
• Tax calculations
• Tax planning
• Tax deductions optimization
• Tax amendments
• Turbo
• Tax software support
• Tax research using government websites