Tax Advisor Specialist

About the Role

As a trusted advisor, you will empower customers to achieve positive financial outcomes.

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Your Responsibilities

• Provide Tax Expertise : Give hands-on tax advice and complete preparation services for 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.
• Be a Proactive Community Ambassador : Embody a 'community ambassador' mindset to cultivate a robust customer base. Serve as the local face of your community, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
• Educate and Communicate Confidently : Enthusiastically represent yourself in your local community. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
• Build Relationships : Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Deliver a Best in Class Customer Experience : Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

You'll receive access to exceptional company benefits and resources, including paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program discounts on products, ongoing collaboration opportunities with professionals, and marketing support.

The expected pay range for this position is :

$23.70 - $28.00