Financial Expert Advisor

Job Description

We are seeking highly motivated professionals to fill the role of Tax Expert . This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their financial needs.

Learn more about the general tasks related to this opportunity below, as well as required skills.

As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission. Your ability to demonstrate understanding of each customer's unique situation and connect with them on a personal level is critical to alleviating stress when tackling taxes.

Key responsibilities include :

• Providing Tax Expertise : Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
• Community Ambassador : Embody a 'community ambassador' and 'business owner' mindset to cultivate a robust customer base. Serve as the local face of our organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
• Educate and Communicate Confidently : Enthusiastically represent our organization in your local community. You will confidently take on the role of its public face with the support, guidance, and resources provided by us.
• 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.

Requirements :

Preferred qualifications include bilingual (English / Spanish) communication skills.