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Tax Professional
Tax ProfessionalbeBeeTaxExpert • Baton Rouge, Louisiana, US
Tax Professional

Tax Professional

beBeeTaxExpert • Baton Rouge, Louisiana, US
2 days ago
Job type
  • Full-time
Job description

Job Overview

This is a key role that requires motivated individuals to join our team as dedicated tax experts in one of our locations across the United States on a seasonal basis.

Find out if this opportunity is a good fit by reading all of the information that follows below.

About the Role :

In this position, you will work from a location, serving customers 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.

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
  • Be a Proactive Community Ambassador - Embody a community ambassador mindset to cultivate a robust customer base.
  • Educate and Communicate Confidently - Enthusiastically represent yourself in your local community.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build trust that turns a one-time transaction into a loyal relationship.
  • Deliver a Best-in-Class Customer Experience - Create an exceptional experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Required Skills and Qualifications :

We are seeking candidates with the following qualifications :

  • 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.
  • Bilingual (English / Spanish) communication skills are a plus.
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    Tax Professional • Baton Rouge, Louisiana, US