Talent.com
Tax Advisory Specialist

Tax Advisory Specialist

beBeeTaxExpertShawnee, KS, United States
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Overview

Ensure all your application information is up to date and in order before applying for this opportunity.

Tax Expertise Opportunities

We are seeking individuals to join our team as dedicated tax experts. This unique opportunity combines tax expertise with community engagement to help customers navigate their tax needs.

Main Responsibilities

  • Provide Tax Advice - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
  • Community Engagement - Embody a 'community ambassador' and 'business owner' mindset to cultivate a customer base. Serve as the local face of your clients, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
  • Educate and Communicate Confidently - Represent yourself in your local community. You will confidently take on the role of public face with support, guidance, and resources provided by Intuit. This includes hosting learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build trust that turns a one-time transaction into a loyal relationship.
  • Deliver an Exceptional Customer Experience - Create an exceptional experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).

About You

  • Possess active, unrestricted credentials : EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
  • Have an 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.
  • Available to work a static weekly schedule with a minimum of 24 hours per week.
  • Interest in building a local and online social presence creating accessible tax-related content and resources for your community in accordance with policies.

    • Benefits

    You will have the opportunity to :

  • Gain valuable experience in tax preparation and advisory services.
  • Develop strong relationships with clients and communities.
  • Improve your skills and knowledge in tax laws and regulations.
  • Enhance your professional reputation and network.

    • Others

    Please note that this is a seasonal position. You must be willing and available to work during peak tax seasons.

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    Tax Specialist • Shawnee, KS, United States