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Seasonal Tax Professional

Seasonal Tax Professional

beBeeTaxDeltona, Florida, US
5 days ago
Job type
  • Temporary
Job description

Job Opportunity

A dedicated tax professional is sought to join a dynamic team as a Local Tax Expert in a seasonal capacity. This unique opportunity combines tax expertise with community engagement to empower customers in navigating their tax needs.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

About the Role :

  • Work on-site from a local location, serving customers both in-person and virtually using professional tax software.
  • Leverage tax expertise to provide full-service tax preparation, tax advice, calculations, and software / product support.
  • Demonstrate understanding of each customer's unique situation and connect with them on a personal level.

Responsibilities :

  • Provide tax expertise, including hands-on tax advice and complete preparation services for clients.
  • Be a proactive community ambassador, cultivating a robust customer base and representing the organization in the local community.
  • Educate and communicate confidently, enthusiastically representing the organization and demystifying taxes.
  • Build relationships, connecting with people and demonstrating understanding and sensitivity to their financial concerns.
  • Deliver a best-in-class customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
  • 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.
  • 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.
  • Additional Requirements :

  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
  • We offer a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range for this position varies by location.

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    Tax Professional • Deltona, Florida, US

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