Seasonal Tax Specialist

Empower Customers with Tax Expertise The role of a Seasonal Local Service Associate is to provide expert tax advice and preparation services to clients, handling simple to complex tax situations. This includes personal and business income, deductions optimization, amendments, and providing future tax planning advice.

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.

Key Responsibilities :

Provide hands-on tax advice and complete preparation services for clients using professional tax preparation software.

Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.

Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Be a proactive community ambassador to cultivate a robust customer base for the company.

Represent the company in local marketing efforts and demystify taxes to make them accessible and approachable.

Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust with clients.

Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Requirements :

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 as a representative of the company, creating accessible tax-related content and resources for the community.

Bilingual communication skills are a plus.

Experience in holistic tax advisory services beyond tax filing.

Attributes & Skills :

Passionate about empowering customers and helping them overcome the complexities of taxation.

Entrepreneurial and self-driven with a business ownership mindset to grow the customer portfolio.

Exceptional customer service skills, high empathy, and a friendly, professional demeanor.

Strong verbal and written communication skills.

Ability to work in a fast-paced environment independently while managing multiple priorities.

Proficient with technology, including tax preparation software and CRM / sales tools.

Benefits :

As a Seasonal Local Service Associate, you'll receive access to exceptional seasonal company benefits and resources, including : a 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program, discounts on Intuit products, ongoing collaboration opportunities with the company's network of growth-minded professionals, and marketing support.