Financial Outcome Specialist
beBeeTaxUSjob_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionExceptional 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 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 Are passionate about empowering customers Can demonstrate strong problem-solving skills Are comfortable working in a dynamic team environment
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 :
Benefits :
We're Looking for Individuals Who :
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Financial Specialist • US
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