Job Description

Job Title:

Seasonal Tax Expert

Location:

Multiple U.S. Locations (On-site Required)

Employment Type:

Seasonal, Part-Time (Minimum 24 hours/week)

Job Overview

We are seeking experienced, motivated tax professionals to join a leading team of Seasonal Local Service Experts. This unique opportunity combines in-person tax expertise, community engagement, and personalized client service. As a trusted advisor, you will help individuals and small businesses navigate their tax situations, build lasting relationships, and contribute to the financial well-being of your local community.

This is an on-site seasonal position requiring a consistent weekly schedule and offers the opportunity to build your local reputation while receiving full support, tools, and training to help you succeed.

Key Responsibilities

Deliver Expert Tax Services:

Prepare individual and business tax returns ranging from basic W-2 filings to complex returns involving investments, business income, and life event changes. Offer tailored advice, tax planning, and refund maximization strategies.

Engage the Community:

Represent the company as a local ambassador, building relationships and engaging with potential clients through proactive outreach, educational events, and community involvement.

Provide Consultative Support:

Host discovery sessions, provide tax consultations, and clearly communicate solutions using everyday language. Ensure clients feel confident and informed throughout the process.

Drive Client Loyalty:

Foster long-term relationships by understanding client goals, delivering exceptional service, and becoming a trusted financial resource year after year.

Support Product Use:

Assist clients in effectively using tax preparation software and online tools during in-person and virtual interactions.

Requirements

Valid and unrestricted credential as an Enrolled Agent (EA), Certified Public Accountant (CPA), or Attorney Active Preparer Tax Identification Number (PTIN) At least 2 years of paid tax preparation experience, including 30+ completed 1040 returns per season using professional software Familiarity with IRS Circular 230 Must reside in the United States and be able to work on-site at a designated location Willing to work a fixed weekly schedule of at least 24 hours during tax season Ability to obtain any required state licenses, permits, or bonds

Preferred Qualifications

Bilingual in English and Spanish Experience providing holistic tax advisory services beyond return preparation Interest in developing a personal brand within your local community through content creation, public speaking, or social media (with full training and support)

What We Offer

Competitive hourly pay, based on location and experience Flexible, part-time seasonal scheduling Access to state-of-the-art tools, marketing support, and resources Opportunity to grow a loyal client base with long-term potential Professional development in tax advisory and customer engagement Meaningful work that directly supports the financial success of individuals and families
Join a team that's redefining tax preparation by combining local service, expert advice, and community connection. Make a difference this tax season while growing your career and reputation in a supportive, empowering environment.

Compensation varies by location. This role is eligible for performance incentives and benefits in accordance with company policies. Equal opportunity employer -- all qualified applicants are encouraged to apply. #dbjh456dbhr

Job Type: Full-time

Work Location: On the road