Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

Job Overview

As a Tax Expert, you will assist clients with everything from basic tax filings to more complex scenarios, offering guidance, tax planning advice, and a customer-first experience. In addition, you will be a key player in growing and maintaining our customer base through community outreach and local events.

Key Responsibilities

• Tax Preparation & Advice: Provide expert tax preparation services for a diverse client base, handling a wide range of tax situations including personal, business, deductions, amendments, and more. Use professional tax preparation software to ensure accurate filings and maximize refunds.
• Community Engagement: Serve as the face of the tax service in your local community. Build relationships with potential and existing clients, convert leads into long-term customers, and engage with the community through local events and activities.
• Client Education: Host educational events, create accessible resources, and simplify complex tax topics to help customers better understand their tax situation.
• Relationship Building: Provide personalized, empathetic service to clients to foster trust and long-term relationships. Help clients plan for their future financial needs, including retirement, education, and other financial milestones.
• Customer Experience Excellence: Maintain high standards of customer service, addressing inquiries promptly and professionally. Ensure that clients feel supported and confident throughout the tax filing process.

Requirements

• Tax Expertise: Active, unrestricted credentials such as Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing Attorney with significant tax preparation experience.
• Tax Filing Experience: Minimum of 2 years of paid experience in preparing and filing at least 30 federal and state individual 1040 returns per season using professional tax software.
• PTIN: Must have an active Preparer Tax Identification Number (PTIN) as required by law.
• Commitment: Willingness to work a consistent weekly schedule with at least 24 hours per week at the designated location.
• Technology Proficiency: Comfortable using tax preparation software and video communication tools. Ability to utilize CRM and sales tools to manage customer interactions.
• Community Involvement: An interest in creating tax-related educational content and building a strong local and online presence as a tax expert.
• Communication Skills: Strong written and verbal communication skills, including the ability to explain complex tax topics clearly and confidently.

Preferred Qualifications

• Bilingual Skills: Proficiency in both English and Spanish is a plus.
• Holistic Tax Advisory Experience: Knowledge and experience in offering comprehensive tax advisory services beyond simple tax filing.

What We Offer

• Supportive Work Environment: Comprehensive training, tools, and support to ensure your success in the role.
• Career Development: Opportunities to build a professional network and gain valuable experience working with a renowned brand in the tax industry.
• Community Impact: Engage directly with your local community, becoming a trusted tax advisor and resource for clients.

Note: This is a seasonal, on-site role with opportunities for potential future openings based on performance and business needs.

We are excited to see how you can make a difference in our community and help clients navigate their tax needs with confidence! #CFRR6346fedhe3

Job Type: Full-time

Work Location: On the road