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Financial Outcome Specialist

Financial Outcome Specialist

beBeeTaxKansas City, Missouri, US
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Empowering Customer Financial Outcomes

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

About the Role : As a Seasonal Tax Expert, you will leverage your tax expertise to empower customers achieve positive financial outcomes. You will serve as a trusted advisor, providing full-service tax return preparation, tax advice, calculations, and software / product support.

Responsibilities :

  • Serve customers with holistic tax advisory services beyond tax filing
  • Demonstrate understanding of each customer's unique situation, connecting with them on a personal level
  • Possess active EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney credentials with extensive tax preparation experience
  • Reside within the United States and obtain related State licenses, certificates, permits, or bonds

Key Qualifications :

  • Exceptional customer service skills
  • Strong verbal and written communication skills
  • Ability to work in a fast-paced environment independently
  • Proficient with technology including tax preparation software and CRM / sales tools

    • Benefits :

  • Foster an exceptional customer experience
  • Drive customer loyalty through proactive outreach, local events, and accessible tax-related content
  • Represent TurboTax in your local community, demystifying taxes and making them approachable

    • We're Looking for Individuals Who :

  • Are passionate about empowering customers
  • Can demonstrate strong problem-solving skills
  • Are comfortable working in a dynamic team environment
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    Financial Specialist • Kansas City, Missouri, US

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