Financial Services Specialist

Job Description This is a unique opportunity to join our team as a tax expert in one of our locations across the United States on a seasonal basis.

About the Position :

In this role, you will be responsible for providing full-service tax return preparation, tax advice, calculations, and software support to customers.

Deliver Excellent Customer Service - Provide high-quality service to customers, addressing their tax-related needs and concerns.

Stay Up-to-Date with Tax Laws - Stay informed about changes in tax laws and regulations, ensuring compliance and accuracy in tax preparation.

Collaborate with Team Members - Work closely with colleagues to achieve common goals and objectives.

Contribute to a Positive Work Environment - Foster a positive and inclusive work environment, promoting teamwork and open communication.

Meet Performance Goals - Achieve performance targets and exceed expectations in terms of quality, productivity, and customer satisfaction.

Key Requirements :

We are looking for candidates with the following qualifications :

Active, unrestricted tax credentials (EA, CPA, or Practicing Attorney).

Active PTIN and familiarity with tax laws and regulations.

Minimum 2 years of experience in tax preparation and software usage.

Familiarity with Circular 230 and ability to work independently.

Bilingual (English / Spanish) communication skills and willingness to work a static schedule.