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beBeeKeyword - Napa, CA

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Job Description

Local Tax Expertise SpecialistIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.", ""> TurboTax is seeking highly motivated individuals to join its dynamic team as dedicated Local Tax Expertise Specialists in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, community engagement, and customer service to help customers navigate their tax needs.", ""> As a Local Tax Expertise Specialist, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting TurboTax's mission of "Powering Prosperity Around the World."", ""> You will work on-site from a TurboTax location, serving customers both in-person and virtually using TurboTax products. You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.", ""> Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.", ""> Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.", ""> Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.", ""> Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Local Tax Expertise Specialists will confidently take on the role of its public face with the support, guidance, and resources provided by TurboTax. This includes 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 (e.g., saving for retirement, college funds, weddings, or vacations).", ""> What We Offer:", ""> Competitive compensation package with strong pay-for-performance rewards approach.", ""> 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by TurboTax, Employee Assistance Program, discounts on TurboTax products, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals, and marketing support.", ""> ", ""][, "titles": [" Tax Expert Position Available "

Created: 2025-10-01

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