A leading financial technology firm is hiring dedicated
Seasonal Tax Experts
(EA, CPA, or Attorney) to fill an
on-site Local Service Expert
role. This seasonal position requires a tax professional who is
passionate about their community
and possesses an
entrepreneurial mindset
to grow the local presence while delivering comprehensive, accurate, and personalized tax preparation and advisory services.
Key Responsibilities
Tax Expertise:
Provide hands-on tax advice and complete preparation services, handling simple to complex tax situations and utilizing professional resources for accuracy.
Community Engagement:
Embody a "community ambassador" mindset, organizing local events and actively engaging with new prospects to cultivate a robust customer base.
Client Loyalty:
Build long-term trust and relationships with clients by demonstrating high empathy, professionalism, and a genuine interest in their financial success.
Tax Planning:
Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, and provide valuable future tax planning advice.
Education:
Confidently represent the service by hosting learning events and demystifying taxes, making them accessible and approachable for the public.
Service Delivery:
Interact with customers both in-person and virtually, addressing inquiries and helping them overcome tax-related challenges.
Technology & Service:
Proficiently use tax preparation software and CRM/sales tools while managing multiple priorities independently.
Requirements
Credentials:
Active, unrestricted
EA, CPA, or Practicing Attorney
credential required.
Experience:
Minimum 2 years of paid experience
filing
30 or more federal and state individual 1040 tax returns
per season.
Compliance:
Active
PTIN
and familiarity with Circular 230.
Schedule:
Willing and available to work a static weekly schedule with a minimum of
24 hours per week
on-site.
Location:
Must reside within the United States and meet all local licensing requirements.
Preferred Qualifications
Bilingual (English/Spanish) communication skills.
Experience in holistic tax advisory services.
Interest in creating accessible tax-related content for an online social presence.
What We Offer
Competitive compensation with a strong pay-for-performance rewards approach.
The opportunity to serve as a local market leader and brand ambassador for a leading financial technology firm.
Eligibility for equity rewards and comprehensive benefits, in accordance with applicable plans.
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Job Type: Full-time
Work Location: On the road
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