Local Service Associate

Empowering Customers Through Tax Expertise We are seeking highly motivated individuals to join our dynamic team as dedicated local service associates in one of our new locations across the United States on a seasonal basis.Considering making an application for this job Check all the details in this job description, and then click on Apply.This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission of 'Powering Prosperity Around the World.'In this role, you will work on-site from a location, serving customers both in-person and virtually using our tax products. You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Your ability to 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.You will play a key role in growing our client base within the local community, establishing long-term relationships, and driving customer loyalty. We will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.This role requires onsite presence at a location in the United States on a seasonal basis.Key Responsibilities:Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., 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.Be a Proactive Community Ambassador - Embody a 'community ambassador' and 'business owner' mindset to cultivate a robust customer base. Serve as the local face of our organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events to create opportunities for customer engagement.Educate and Communicate Confidently - Enthusiastically represent our organization in your local community. Our local service associates will confidently take on the role of our public face with the support, guidance, and resources provided by us. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.Build Relationships - 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.Deliver a Best-in-Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in-person and through our state-of-the-art video communication tools.About the Role:This is a non-exempt role that requires a static weekly schedule with a minimum of 24 hours per week at a location in the United States.Requirements:Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Willing and available to work at a location in the United States on a seasonal basis.Bilingual (English/Spanish) communication skills are a plus.Experience in holistic tax advisory services beyond tax filing.Benefits:We offer a competitive compensation package with a strong pay-for-performance rewards approach. This position will be eligible for a cash bonus, equity rewards, and benefits.Additional Information:The expected base pay range for this position varies by location. Please visit our website for more information on our compensation and benefits.],

Created: 2025-10-01