What are the responsibilities and job description for the Tax Advisor position at val's services?
Role Summary
Prepare accurate tax returns and deliver personalized tax advice, including planning, calculations, and guidance. Provide TurboTax product support to in-person customers while helping individuals and businesses identify deductions, optimize filings, and work toward their financial goals.
Key Duties
Prepare accurate tax returns and deliver personalized tax advice, including planning, calculations, and guidance. Provide TurboTax product support to in-person customers while helping individuals and businesses identify deductions, optimize filings, and work toward their financial goals.
Key Duties
- Complete and review tax returns with attention to accuracy and compliance.
- Offer tailored tax planning and advice based on client needs.
- Support customers with TurboTax product questions and troubleshooting.
- Build strong client relationships and ensure a high-quality customer experience.
- Participate in local outreach and marketing activities to grow the customer base.
- Strong knowledge of tax preparation and deduction identification.
- Ability to translate tax information into clear, personalized guidance.
- Customer-focused communication and relationship-building skills.
- Proficiency with tax software and comfort providing product support.
- Attention to detail, organization, and sound judgment.