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Expert Tax Consultant

Expert Tax Consultant

beBeeTaxAnkeny, Iowa, US
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Job Title

We are seeking a highly motivated Tax Professional to join our dynamic team as a dedicated Seasonal Local Service Expert in one of our new locations across the United States on a seasonal basis.

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of powering prosperity around the world.

About the Role :

In this role, you will work on-site from a location, serving customers both in-person and virtually using our products.

You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software / product support.

Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Key Responsibilities :

  • Provide tax expertise : Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
  • Be a proactive community ambassador : Embody a 'community ambassador' and 'business owner' mindset to cultivate a robust customer base.
  • Educate and communicate confidently : Enthusiastically represent our brand in your local community, hosting engaging learning events and participating in local marketing efforts.
  • Build relationships : Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a best-in-class customer experience : Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Requirements :

  • 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.
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a location.
  • Interest in building a local and online social presence, creating accessible tax-related content and resources for your community.
  • Bilingual communication skills are a plus.
  • Experience in holistic tax advisory services beyond tax filing.
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    Tax Consultant Tax • Ankeny, Iowa, US

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