Tax Professional for Local Community

Job Overview We are seeking a highly motivated and experienced Tax Professional to join our team as a dedicated member of our local community. In this role, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of empowering prosperity around the world.

About the Role You will work on-site from a local location, serving customers both in-person and virtually using our state-of-the-art tax preparation software. 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.

You will play a key role in growing our client base within the local community, establishing long-term relationships, and driving customer loyalty. We will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

Key Responsibilities Provide Tax Expertise : Give hands-on tax advice and complete preparation services for our 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" and "business owner" mindset to cultivate a robust customer base. Serve as the local face of our organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.

Educate and Communicate Confidently : Enthusiastically represent our organization in your local community. You will confidently take on the role of our public face with the support, guidance, and resources provided by us. 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. Interact with customers both in-person and through our state-of-the-art video communication tools.

Requirements An active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

A 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.

The ability and willingness to work a static weekly schedule with a minimum of 24 hours per week at a local location.

A strong interest in building a local and online social presence as a representative of our organization, creating accessible tax-related content and resources for your community in accordance with our policies.

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 us.

Employee Assistance Program.

Attributes and Skills Passionate about empowering customers and helping them overcome the complexities of taxation.

Passionate about your local community and excited to work with us to engage with and build our presence in your local community.

Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.

Exceptional customer service skills, high empathy, and a friendly, professional demeanor.

Strong verbal and written communication skills.

The ability to work in a fast-paced environment independently while managing multiple priorities.

Proficient with technology, including tax preparation software and CRM / sales tools.