Financial Tax Advisor

Role Description

As a trusted advisor, assist customers in navigating their tax needs to achieve positive financial outcomes. Work on-site from a Turbo-Tax location, serving clients both in-person and virtually using Intuit Turbo-Tax products. Provide full-service tax return preparation, tax advice, calculations, and software / product support.

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

Key Responsibilities :

• Offer hands-on tax advice and complete preparation services for Turbo-Tax clients, handling simple to complex tax situations.
• 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.

Build relationships with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

Deliver an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.