Tax Service Professional

Job Title: Expert Tax Advisor We are seeking an experienced tax professional to join our team as a dedicated local service expert in one of our new locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a local service expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of helping people achieve prosperity. You will work on-site from our location, serving customers both in-person and virtually using our state-of-the-art video communication tools. Leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. About the Role: In this role, you will play a key part 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. Responsibilities: Provide 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). Become a proactive community ambassador, cultivating a robust customer base and serving as the local face of our brand. Educate and communicate confidently, representing our brand in the local community and demystifying taxes to make them accessible and approachable. Build relationships, connecting with people, demonstrating understanding and sensitivity to their financial concerns, and building long-term trust. Deliver a best-in-class customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Requirements: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. 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. Will and available to work a static weekly schedule with a minimum of 24 hours per week at our location. Interest in building a local and online social presence as a brand expert, creating accessible content and resources for the community. Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about the local community and excited to engage with and build our presence in the area. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a local service expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. The expected pay range for this position is $36.10 per hour, depending on location.

Created: 2025-10-01