Tax Advisor

RoShay Services; Garden Grove (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

RoShay Services in Garden Grove, CA is seeking an on-site Tax Preparer to file accurate tax returns for in-person clients and to provide clear tax advice and planning guidance. You will assist customers with TurboTax questions and help them understand their tax situations to achieve financial goals.

The role emphasizes in-person support, educational guidance, and building lasting client relationships within the local community while delivering a positive in-store experience.

Qualifications

• Strong knowledge of tax preparation and concepts.
• Ability to explain complex tax information clearly and accurately.
• Customer-focused communication and relationship-building skills.
• Comfort providing in-person support and guidance.
• Proficiency using tax preparation tools and supporting tax software products.

Responsibilities

• Prepare accurate tax returns for in-person customers.
• Provide tax advice, calculations and planning guidance.
• Support customers with TurboTax product questions and troubleshooting.
• Educate customers on tax circumstances and recommended next steps.
• Build and maintain relationships with local clients through community outreach and marketing.
• Support a positive in-store customer experience.

Skills

Tax knowledge

Clear explanations

Customer service

In-person support

Tax software proficiency

Tools

TurboTax

Job description

Role Summary: Provide on-site tax preparation and customer support, preparing tax returns and delivering clear tax advice, calculations, and planning guidance. Assist customers in understanding their tax situations and working toward their financial goals, while also offering support for TurboTax products.

Key Duties

• Prepare accurate tax returns for in-person customers.
• Provide tax advice, tax calculations, and tax planning guidance.
• Support customers with TurboTax product questions and troubleshooting.
• Educate customers on their tax circumstances and recommended next steps.
• Build and maintain relationships with local clients through community outreach and marketing.
• Support a positive in-store customer experience.

Qualifications & Skills

• Strong knowledge of tax preparation and tax concepts.
• Ability to explain complex tax information clearly and accurately.
• Customer-focused communication and relationship-building skills.
• Comfort providing in-person support and guidance.
• Proficiency using tax preparation tools and supporting tax software products.