Tax Expert Advisor

Job Opportunity

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

You are sought after to join a dynamic team as Tax Expert Advisors . This unique opportunity combines tax expertise and community engagement to empower customers with their financial needs. As a trusted advisor, you will serve as the go-to expert for clients, helping them navigate complex tax situations. Your ability to demonstrate understanding of each client's unique situation is crucial in alleviating their stress when tackling taxes.

About the Role :

You will work on-site from a local office, serving clients 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. Your skills in demonstrating understanding of each client's unique situation and connecting with them on a personal level is critical in delivering an exceptional customer experience.

This role requires onsite presence at a local office on a seasonal basis. The ideal candidate has an active PTIN, minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season, and familiarity with Circular 230.

Key Responsibilities

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador - Embody a