TurboTax Live - Seasonal Local Service Expert
The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. 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. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (., 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. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Enthusiastically represent TurboTax in the local community. Take on the role of its public face with the support, guidance, and resources provided by **Members Only**. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. 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. Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (., saving for retirement, college funds, weddings, or vacations). Interact with customers both in-person and through **Members Only**'s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
