Tax Associate

Job Overview:

As a Tax Associate, you will assist clients with tax preparation, offering advice on everything from simple tax returns to more complex business income cases.

Key Responsibilities:

• Tax Expertise: Provide personalized tax preparation and advisory services for clients, covering both individual and business tax scenarios. Assist with tax planning, deductions, and filing amendments.
• Community Engagement: Act as a local ambassador for the tax service brand. Build long-lasting relationships by engaging with community members, hosting events, and converting leads into loyal clients.
• Customer Education: Simplify the tax process by explaining complex concepts to clients in a clear, approachable manner. Participate in local marketing efforts and host informative tax-related events.
• Customer Experience: Deliver a seamless and professional service to each client, both in-person and virtually. Ensure clients feel confident in their tax filings and empowered to make informed financial decisions.
• Collaboration: Work closely with a supportive team to access resources and tools that help optimize the customer experience and resolve tax-related issues.

Requirements:

• Tax Experience: At least 2 years of paid experience filing 30 federal and state individual 1040 tax returns per season using professional tax software.
• Licensing: Active Preparer Tax Identification Number (PTIN) required.
• Availability: Ability to work a consistent weekly schedule, minimum of 24 hours per week, on-site at a designated location.
• Technology Proficiency: Comfortable using tax preparation software and CRM tools.
• Communication Skills: Strong written and verbal communication skills, with the ability to explain tax concepts clearly.
• Community-Focused: Enthusiastic about engaging with the local community and building a trusted client base.
• Bilingual (Preferred): Proficiency in English and Spanish is a plus.

Preferred Qualifications:

• Tax Advisory Experience: Experience providing comprehensive tax advice beyond basic filings.
• Local Outreach: Previous experience with local marketing or public speaking is a plus.
• Entrepreneurial Mindset: Self-driven and motivated to build a successful portfolio of clients.

What We Offer:

• Competitive Compensation: A competitive pay range based on experience and location, with performance-based bonuses.
• Employee Benefits: Access to a comprehensive benefits package, including 401(k) with company matching, paid sick time, Employee Stock Purchase Plan, and more.
• Support and Tools: Receive ongoing support and resources to succeed, including professional development opportunities and tax-related software.
• Community Engagement: Opportunities to be featured in local and national marketing efforts, further establishing your presence as a trusted tax expert.

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Job Type: Full-time

Work Location: On the road

Salary : $60,000 - $80,000