Talent.com
Professional Tax Specialist

Professional Tax Specialist

ConfidentialAdel, IA, IA, United States
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Empower Tax Expertise

We are seeking highly motivated individuals to join our dynamic team as dedicated tax experts in one of our new locations across the United States on a seasonal basis.

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

  • As a tax 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.'

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.
  • Whether assisting with simple W-2 filings or navigating life events, such as marriage, children, elder care, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

    You will also play a key role in growing our client base within the local community, establishing long-term relationships, and driving customer loyalty.

  • We will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
  • This role is nonexempt and requires onsite presence at a location in the United States on a seasonal basis.

    Key Responsibilities :

  • Provide Tax Expertise : Give hands-on tax advice and complete preparation services for customers, 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.
  • 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.
  • Benefits :

  • Access to exceptional seasonal benefits and resources, including a 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by us, and Employee Assistance Program.
  • Requirements :

  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
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    Tax Specialist • Adel, IA, IA, United States

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