Tax Advisor Role
This is a unique opportunity to combine tax expertise with entrepreneurial spirit and community engagement. As a dedicated professional, you will provide hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
Key Responsibilities :
- Provide personalized tax guidance and support to clients, optimizing their tax outcomes and minimizing liabilities.
- Facilitate in-depth discovery sessions and tax reviews to uncover hidden deductions and maximize refunds.
- Develop and maintain strong relationships with clients, fostering trust and loyalty through exceptional customer service.
- Stay up-to-date with the latest tax laws and regulations, applying this knowledge to benefit clients and drive business growth.
Requirements :
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes.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.Strong communication skills, with bilingual capabilities in English and Spanish a plus.We offer a competitive compensation package, including a cash bonus, equity rewards, and benefits, in accordance with our plans and programs.