Tax Professional Opportunity

Job Description : We are seeking a dedicated Tax Professional to join our team as a Local Service Expert. This unique opportunity combines tax expertise with community engagement to help customers navigate their tax needs.

About the Role :

You will work on-site from a local location, serving customers both in-person and virtually using our products.

Leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software / product support.

Demonstrate understanding of each customer's unique situation and connect with them on a personal level to alleviate stress when tackling taxes.

Serve as the go-to expert for clients, providing assistance with simple W2 filings, life events, and complex tax scenarios like business income, amendments, or investments.

Play a key role in growing our client base within the local community, establishing long-term relationships, and driving customer loyalty.

Requirements :

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 at a local location.

Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with our policies.

Bilingual (English / Spanish) 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 your 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 :

A competitive compensation package with a strong pay-for-performance rewards approach.

Cash bonus, equity rewards, and benefits.