Seasonal Tax Advisor Opportunity

Tax Expert Career This tax expert position offers a unique opportunity to combine tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

Ensure you read the information regarding this opportunity thoroughly before making an application.

About the Role :

As a Tax Expert, you will work on-site from a local location, serving customers both in-person and virtually using professional tax preparation software. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

You will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. Essential tools and dedicated support will be provided to facilitate your success.

Key Responsibilities :

Provide Tax Expertise - Give 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 - Embody a