7 часов назад
Business Tax Expert – TurboTax Store (Chicago)
30 - 37$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Tax Expert – TurboTax Store (Chicago) (Tax Preparation/Advisory): Providing full-service personal and business tax preparation, tax advice, planning, and software support for TurboTax customers with an accent on business returns, deduction optimization, and year-round financial guidance. Focus on building trusted customer relationships, connecting clients with bookkeeping and payroll services, and growing the local TurboTax customer base through community engagement.
Location: Chicago, Illinois; must reside within the United States and work onsite at a TurboTax retail or flagship location. Minimum 20 hours per week, Sunday through Saturday, with hours likely to increase during peak demand.
Salary: $30.41–$37.06 per hour in Illinois. Eligible for cash bonus, equity rewards, and benefits.
Company
is a financial technology company behind TurboTax, Credit Karma, QuickBooks, and Mailchimp.
What you will do
- Prepare federal and state personal and business tax returns, including sole proprietorships, S corporations, and partnerships.
- Provide tax advice, discovery sessions, tax reviews, deduction optimization, liability reduction, and future tax planning.
- Own customer relationships and deliver personalized guidance across tax preparation, bookkeeping, payroll, and related financial services.
- Support customers in person and through video communication tools while resolving tax-related questions.
- Build the local TurboTax customer base through outreach, lead nurturing, community engagement, and local marketing.
Requirements
- 3 or more years of recent compensated experience preparing federal and state business tax returns, including 1065 and/or 1120-S returns for at least 20 clients per season.
- At least 3 seasons of compensated personal tax preparation experience, completing a minimum of 30 returns per tax year.
- General bookkeeping knowledge and familiarity with Circular 230.
- Must possess or be able to obtain required state licenses, certificates, permits, or bonds.
- Must reside in the United States and be comfortable working onsite in a front-facing retail environment.
- Strong communication, customer service, technology, tax software, and CRM skills; willingness to wear a TurboTax uniform.
Nice to have
- Bookkeeping experience connecting accounting records to tax preparation.
- QuickBooks ProAdvisor experience or willingness to obtain the certification.
- Holistic tax advisory experience beyond tax filing.
- Bilingual English and Spanish communication skills.
Culture & Benefits
- 401(k) savings plan with company matching and paid sick time.
- Employee Stock Purchase Plan, Employee Assistance Program, and E&O insurance provided by .
- Discounts on products, including a free copy of TurboTax.
- Collaboration with TurboTax professionals and access to marketing support.
- Opportunities to build a local and online presence through tax content, educational videos, and community events.
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