Tax Associate Specialist

Job Overview

We are seeking highly motivated individuals to join our dynamic team as Tax Associates. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

Have you got what it takes to succeed The following information should be read carefully by all candidates.

About the Role :

As a Tax Associate, you will work on-site from a designated location, serving customers both in-person and virtually using tax preparation software. You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software support.

You will serve as the go-to expert for your clients, handling simple W2 filings, navigating life events, or complex tax scenarios like business income, amendments, or investments.

This role is nonexempt and requires onsite presence at a designated location in the United States on a seasonal basis.

Key Responsibilities :

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients.
• Be a Proactive Community Ambassador - Embody a community ambassador mindset to cultivate a robust customer base.
• Educate and Communicate Confidently - Represent the organization in your local community, hosting learning events and participating in local marketing efforts.
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build long-term trust.
• Deliver a Best-in-Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Requirements :

Must 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.

Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a designated location.

Interest in building a local and online social presence, creating accessible tax-related content and resources for your community.

Bilingual (English / Spanish) communication skills are a plus.

Experience in holistic tax advisory services beyond tax filing.