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Financial Tax Specialist

Financial Tax Specialist

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Job Overview We are seeking a dedicated and results-driven Tax Professional to join our team as a Seasonal Local Service Associate. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to empower customers to achieve positive financial outcomes.

Do you have the skills to fill this role Read the complete details below, and make your application today.

This role requires a strong passion for empowering customers and helping them overcome the complexities of taxation. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, leveraging your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software / product support.

About the Role :

Work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products.

Leverage your tax expertise to provide hands-on tax advice and complete preparation services for TurboTax clients.

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, cultivating a robust customer base for TurboTax through local events, social presence, and content creation.

Educate and communicate confidently, representing TurboTax in local marketing efforts and demystifying taxes to make them accessible and approachable.

Build relationships with customers, demonstrating understanding and sensitivity to their financial concerns and building long-term trust.

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

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Financial Specialist • US

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