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Dynamic Tax Solutions Expert
Dynamic Tax Solutions ExpertbeBeeExpert • West Palm Beach, Florida, US
Dynamic Tax Solutions Expert

Dynamic Tax Solutions Expert

beBeeExpert • West Palm Beach, Florida, US
2 days ago
Job type
  • Full-time
Job description

Job Description

We are seeking highly motivated individuals to join our team as dedicated Tax Experts in one of our new locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

Check below to see if you have what is needed for this opportunity, and if so, make an application asap.

About the Role :

  • You will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax 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.

Key Responsibilities :

  • 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.
  • Become a trusted advisor, empowering customers to achieve positive financial outcomes.
  • Required Skills and 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.
  • Benefits :

  • A competitive compensation package with a strong pay for performance rewards approach.
  • A cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs.
  • How to Apply :

    Create a job alert for this search

    Tax Expert • West Palm Beach, Florida, US

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