This is an exciting opportunity to combine tax expertise, business acumen, and community engagement to help clients navigate their financial needs.
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
Key Responsibilities
- Provide Expert Tax Guidance : Offer hands-on tax advice and preparation services for clients, handling complex situations such as personal and business income, deductions optimization, and amendments.
- Be a Community Leader : Foster strong relationships with clients, demonstrating empathy and understanding of their financial concerns and building trust that turns a one-time transaction into a long-term partnership.
- Educate and Communicate Confidently : Represent the company in your local community, showcasing expertise and enthusiasm for helping clients achieve their financial goals.
- Cultivate Relationships : Connect with people, build lasting relationships, and create a loyal customer base through exceptional customer service and genuine interest in clients' success.
Create an exceptional experience, professionalism, and genuine interest in helping clients achieve their financial objectives, whether it's saving for retirement, college funds, weddings, or vacations.