Tax Consultant

TSP talent; Simi Valley (CA); Presencial; USD 42 000 - 65 000; Tempo integral

Resumo da oferta

TSP talent is seeking a tax professional to prepare returns for in-person clients in California, providing expert advice, planning and calculations, with on-site support at retail locations.

You will identify deductions, help maximize refunds, and build local client relationships through outreach. Experience with TurboTax or similar software is preferred, and strong communication skills are essential.

Qualificações

• Prepare tax returns for individuals and small businesses.
• Explain tax concepts clearly to clients.
• Assist with tax planning and advisory questions.
• Build relationships with local clients through outreach.

Responsabilidades

• Assist clients in identifying deductions and reducing tax liabilities.
• Build and maintain relationships with local clients through outreach.
• Support clients with tax planning and answer tax-related questions.
• Offer on-site assistance at retail or flagship locations throughout the year.

Conhecimentos

Tax preparation and planning

Customer service

TurboTax experience

Communication skills

Ferramentas

TurboTax

Descrição da oferta de emprego

Role Overview:

Responsible for preparing tax returns and offering expert tax advice, planning, and calculations to in-person clients. Provide TurboTax product support to ensure customer satisfaction.

Key Responsibilities

• Assist customers in identifying deductions and reducing tax liabilities to maximize refunds.
• Build and maintain relationships with local clients through community outreach and marketing efforts.
• Support clients with tax planning and provide guidance on tax-related questions.
• Offer on-site assistance at retail or flagship locations throughout the year.

Qualifications & Skills

• Knowledge of tax preparation and planning, with the ability to explain complex tax concepts clearly.
• Strong customer service skills and the ability to build relationships with clients.
• Experience with TurboTax or similar tax software is preferred.
• Excellent communication and interpersonal skills.