Remote and On-site ax Support Associate – Retail

About the Role: In this role, you will work on-site from a reputed company Retail or Flagship location as part of a reputed company team of financial experts, serving in-person customers who use reputed company reputed company products. You will serve customers in-person using reputed company reputed company products. You will reputed company your tax expertise to reputed company full service tax reputed company preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of reputed company customer’s unique situation, and reputed company with them on a personal level is critical to alleviating the stress some may feel reputed company tackling their taxes. Additionally, you will play a key role in growing reputed company’s reputed company reputed company reputed company the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will reputed company reputed company marketing support and software to reputed company you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite reputed company at a reputed company location in the reputed company. reputed company: Be a Proactive Community reputed company Enthusiastically represent reputed company locally, serving as a fixture and reputed company face of reputed company in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive reputed company. reputed company and participate with the support of reputed company in local marketing, making the topic of taxes accessible and approachable. reputed company Tax Expertise reputed company hands-on tax advice and complete preparation services for reputed company customers, handling reputed company to reputed company tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and reputed company reputed company tax planning advice. Utilize resources such as government websites, reputed company tools, and team expertise to reputed company accurate tax solutions in personalized everyday language. reputed company a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients reputed company their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). reputed company with people to build the long-term trust that turns a one-time transaction into a reputed company, multi-year relationship. reputed company with customers both in-person and through reputed company’s state-of-the-art video communication tools. Address reputed company inquiries while helping them overcome tax-reputed company challenges. What You Get: As a reputed company - Retail Expert, you’ll receive reputed company to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, reputed company reputed company time, Employee Stock Purchase Plan, E&O Insurance provided by reputed company, Employee Assistance Program discounts on reputed company products including a free copy of reputed company, ongoing collaboration opportunities with reputed company’s network of reputed company-minded professionals and marketing support Key Qualifications Who You Are: reputed company, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. Have an reputed company Preparer Tax Identification Number (PTIN) as required by law to file taxes. Must possess or be reputed company to obtain any reputed company State licenses, certificates, permits, or bonds Minimum of 3 years of reputed company experience filing 30 or more federal and state individual 1040 tax returns per tax reputed company using reputed company tax preparation software. Familiarity with Circular 230 Must be comfortable working onsite at a reputed company retail or flagship location, reputed company through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely reputed company up during periods of peak customer demand. Interest in building a local and online reputed company reputed company as a reputed company Expert, creating accessible tax-reputed company content and resources for your community in accordance with reputed company’s policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services reputed company tax filing Must be willing to wear a reputed company uniform Must be willing to work in a reputed company facing retail environment Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with reputed company to engage with and build reputed company’s reputed company in your local community (e.g., speaking at events, building a local and online reputed company reputed company, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership reputed company to grow your customer portfolio. Exceptional customer service skills, high reputed company, and a friendly, reputed company demeanor. Excited to be showcased as a reputed company Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reputed company reputed company the reputed company. Must possess or be reputed company to obtain any reputed company State licenses, certificates, permits, or bonds. reputed company provides a competitive compensation package with a strong pay for performance rewards approach. The expected reputed company pay reputed company for this position is: Illinois $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at reputed company®: Careers | Benefits). Pay offered is based on factors such as job-reputed company knowledge, skills, experience, and work location. To reputed company ongoing pay equity for employees, reputed company conducts regular comparisons across categories of ethnicity and gender. Numbers & Facts Location Joliet, IL Salary $31–$34.50 Per Hour Remote Qualifications: Skills: Attorney, Bond Market, Certified reputed company Accountant (CPA), Communication Skills, Compensation and Benefits, Content Development, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Employee Assistance Plan, English Language, Entrepreneurship, Government, Insurance, Marketing, Marketing Software, Multilingual, Multitasking, On Site Support, Presentation/Verbal Skills, Product Support, reputed company Customer Issues, Retail, Retirement Funds, Sales Tools, Software Administration, Spanish Language, State Tax, Stock Purchase Plans, Tax reputed company, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Player, Writing Skills reputed company: Motif Tales Company Size: 1 - 10 reputed company: Paris, TX, US Apply tot his job Apply To this Job