Job Description

Tax Street Team -- LegacyBridge Financial Group

Grassroots Community Outreach o Client Support o Tax Season Role

Serve your community, earn great income, and help families get the refunds they deserve.

The

Phoenix Tax Street Team

fosters community engagement and supports client intake during tax season. You will represent LegacyBridge in neighborhoods, at partner locations, and at pop-up tax events to help bring in and support new clients.

This is a

hands-on, face-to-face, high-energy field role

for outgoing, friendly, motivated individuals who enjoy talking to people, promoting services, and supporting the community.

Key Responsibilities

Host

pop-up Tax Days

at approved business & community partner locations Serve as a

mobile drop-off point

to securely collect client tax documents Greet clients, answer questions, and assist with intake instructions Promote LegacyBridge services & seasonal incentives in-person Help clients schedule appointments & access digital filing options Distribute flyers, referral cards & promotional materials Track daily outreach activity & leads Follow secure document handling & tax intake procedures

Full training provided:

script, intake procedures, partner etiquette, security & document handling protocols.

Requirements

Reliable personal vehicle & valid driver's license

Professional communication & customer service skills Friendly, energetic, & confident approaching people Sales/lead generation mindset Smartphone with a data plan Ability to work outdoors & travel locally Must follow confidentiality & secure handling policies

Bilingual (English/Spanish)

encouraged to apply

Preferred Background

(Not required -- we train you!)

Customer service Retail or hospitality Canvassing or community outreach Brand ambassador / promotional work Sales or marketing experience

Compensation & Perks

High Commissions + Bonuses

Referral bonuses for each tax client brought in Performance incentives Flexible scheduling

Advancement opportunities

into: Tax preparation Leadership roles Insurance & financial services career paths
Compensation details provided during the interview.

How to Apply

Apply Online:

https://legacybridgefg.com/now-hiring

Complete "APPLICATION"

Location

Phoenix & Surrounding Areas
Local travel required

Job Type: Contract

Pay: $500.00 - $1,000.00 per week

Benefits:

Flexible schedule Opportunities for advancement
Work Location: On the road