Tax Professional

Job Overview This is a key role that requires motivated individuals to join our team as dedicated tax experts in one of our locations across the United States on a seasonal basis.

About the Role :

In this position, you will work from a location, serving customers both in-person and virtually using tax preparation software. You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software support.

Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).

Be a Proactive Community Ambassador - Embody a community ambassador mindset to cultivate a robust customer base.

Educate and Communicate Confidently - Enthusiastically represent yourself in your local community.

Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build trust that turns a one-time transaction into a loyal relationship.

Deliver a Best-in-Class Customer Experience - Create an exceptional experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Required Skills and Qualifications :

We are seeking candidates with the following 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.

Familiarity with Circular 230.

Willing and available to work a static weekly schedule with a minimum of 24 hours per week.

Bilingual (English / Spanish) communication skills are a plus.