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Expert Tax Advisor

beBeeCustomer - Temecula, CA

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Job Description

Seasonal Tax Associate Job Opportunity This is a seasonal opportunity to work as a tax associate in one of our TurboTax locations across the United States. You will be responsible for providing tax expertise, preparing tax returns, and offering tax advice to customers. Job Responsibilities:Provide tax expertise and prepare tax returns for customers using professional tax preparation software.Offer tax advice and guidance to help customers minimize their tax liabilities and maximize their refunds.Work with customers to understand their financial situations and provide personalized tax solutions.Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions.Build relationships with customers and create long-term trust to turn one-time transactions into loyal clients.Deliver exceptional customer service and professionalism in all interactions with customers. Requirements: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 a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.Bilingual (English/Spanish) communication skills are a plus.Experience in holistic tax advisory services beyond tax filing. Benefits:401(k) Savings Plan with company matching.Paid sick time.Employee Stock Purchase Plan.E&O Insurance provided by Intuit.Employee Assistance Program. Attributes & Skills:Passionate about empowering customers and helping them overcome the complexities of taxation.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.

Created: 2025-10-01

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