Tax Expert

Job Title:

Seasonal Tax Expert

Location:

Multiple U.S. Locations (On-site Required)

Employment Type:

Seasonal, Part-Time (Minimum 24 hours/week)

Job Overview

We are seeking experienced, motivated tax professionals to join a leading team of Seasonal Local Service Experts. This unique opportunity combines in-person tax expertise, community engagement, and personalized client service. As a trusted advisor, you will help individuals and small businesses navigate their tax situations, build lasting relationships, and contribute to the financial well-being of your local community.

This is an on-site seasonal position requiring a consistent weekly schedule and offers the opportunity to build your local reputation while receiving full support, tools, and training to help you succeed.

Key Responsibilities

• Deliver Expert Tax Services:

Prepare individual and business tax returns ranging from basic W-2 filings to complex returns involving investments, business income, and life event changes. Offer tailored advice, tax planning, and refund maximization strategies.

• Engage the Community:

Represent the company as a local ambassador, building relationships and engaging with potential clients through proactive outreach, educational events, and community involvement.

• Provide Consultative Support:

Host discovery sessions, provide tax consultations, and clearly communicate solutions using everyday language. Ensure clients feel confident and informed throughout the process.

• Drive Client Loyalty:

Foster long-term relationships by understanding client goals, delivering exceptional service, and becoming a trusted financial resource year after year.

• Support Product Use:

Assist clients in effectively using tax preparation software and online tools during in-person and virtual interactions.

Requirements

• Valid and unrestricted credential as an Enrolled Agent (EA), Certified Public Accountant (CPA), or Attorney
• Active Preparer Tax Identification Number (PTIN)
• At least 2 years of paid tax preparation experience, including 30 completed 1040 returns per season using professional software
• Familiarity with IRS Circular 230
• Must reside in the United States and be able to work on-site at a designated location
• Willing to work a fixed weekly schedule of at least 24 hours during tax season
• Ability to obtain any required state licenses, permits, or bonds

Preferred Qualifications

• Bilingual in English and Spanish
• Experience providing holistic tax advisory services beyond return preparation
• Interest in developing a personal brand within your local community through content creation, public speaking, or social media (with full training and support)

What We Offer

• Competitive hourly pay, based on location and experience
• Flexible, part-time seasonal scheduling
• Access to state-of-the-art tools, marketing support, and resources
• Opportunity to grow a loyal client base with long-term potential
• Professional development in tax advisory and customer engagement
• Meaningful work that directly supports the financial success of individuals and families

Join a team that's redefining tax preparation by combining local service, expert advice, and community connection. Make a difference this tax season while growing your career and reputation in a supportive, empowering environment.

Compensation varies by location. This role is eligible for performance incentives and benefits in accordance with company policies. Equal opportunity employer — all qualified applicants are encouraged to apply. #dbjh456dbhr

Job Type: Full-time

Work Location: On the road

Salary : $50,000 - $80,000