Job Description
A unique opportunity to leverage your tax expertise and entrepreneurial spirit in a dynamic customer-facing role. As a dedicated local service associate, you will serve customers both in-person and virtually using professional tax preparation software.
Key Responsibilities :
- Provide hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
- Embodiment of a "community ambassador" and "business owner" mindset to cultivate a robust customer base.
- Enthusiastically represent the organization in your local community, demystifying taxes to make them accessible and approachable.
- Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust.
Required Skills and Qualifications :
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.Familiarity with Circular 230.Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a designated location.Benefits :
As a local service associate, you'll receive access to exceptional seasonal company benefits and resources, including :
401(k) Savings Plan with company matching.Paid sick time.Employee Stock Purchase Plan.E&O Insurance provided by the organization.Employee Assistance Program discounts on professional tax preparation software, including a free copy.Ongoing collaboration opportunities with a network of growth-minded professionals.Marketing support.