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Financial Expert

beBeeTax - Bradenton, FL

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Job Description

Job Opportunity This is a unique opportunity to work as a Tax Associate in one of our new TurboTax locations across the United States on a seasonal basis. As a dedicated team member, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of helping people and businesses manage their finances. About the Role In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit 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 customers unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Key Responsibilities Provide hands-on tax advice and complete preparation services for TurboTax 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.Be a proactive community ambassador and embody a

Created: 2025-10-01

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