Retail Tax Advisor

Tax Preparer & Client Support

Provide in-person tax return preparation and personalized tax guidance. Perform tax planning, calculations, and offer tailored advice to help clients improve financial outcomes. Deliver support for tax-related questions and assist customers using TurboTax products.

Key Duties

• Prepare accurate tax returns based on client information
• Provide individualized tax advice, planning, and calculations
• Answer tax questions and help clients understand options
• Support customers with TurboTax product guidance
• Build relationships with local clients through outreach and marketing
• Support community engagement efforts to attract and retain clients

Qualifications & Skills

• Strong knowledge of tax preparation and tax concepts
• Excellent client communication and relationship-building skills
• Attention to detail and accuracy in calculations
• Ability to explain tax information clearly and professionally
• Comfort providing product support for tax software