Tax Specialist

SoTalent; New York (NY); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

Hourly pay bonus opportunities

Performance-based cash bonuses

Equity reward programs

401k with company match

Employee Stock Purchase Plan

Professional liability insurance

Paid sick leave

Employee assistance programs

Discounts on financial software

Job summary

Sotalent, a global leader in financial software and consumer tax solutions, is seeking motivated Tax Professionals for its New York City retail location. You will act as a primary consultant for walk-in and scheduled clients, delivering end-to-end tax preparation, filing services, and strategic financial guidance.

As a brand ambassador, you will grow a local client base through outreach and networking while leveraging the resources of a major international company.

Qualifications

• Active and unrestricted CPA, Enrolled Agent, or Attorney license.
• Minimum of 3 years experience filing at least 30 federal and state returns per season.
• Strong understanding of Circular 230 and tax law.
• Availability to work onsite at a retail location for at least 20 hours per week.
• Experience with holistic tax advisory and financial planning.
• Strong digital literacy and familiarity with CRM tools.
• Bilingual English and Spanish skills are highly valued.

Responsibilities

• Serve as the public face of the brand within the New York City community.
• Manage full service tax preparation for diverse client needs including personal and business returns.
• Conduct discovery sessions to identify deductions and minimize liabilities.
• Provide future planning advice to help clients reach milestones like retirement or home ownership.
• Utilize advanced video communication tools and professional tax software to assist customers.
• Engage in local marketing efforts to make tax concepts accessible to the public.

Skills

Tax advisory

Client relations

Communication

Bilingual English/Spanish

Tools

CRM software

Tax software

Job description

Our client, a global leader in financial software and consumer tax solutions, is looking for motivated Tax Professionals to join their retail presence in New York City. This is a year-round, onsite opportunity for experts who enjoy combining technical tax preparation with community engagement and business development.

In this role, you will act as a primary consultant for walk-in and scheduled clients. You will provide end to end tax preparation, filing services, and strategic financial advice. Beyond technical work, you will serve as a brand ambassador, helping to grow a local client base through outreach and professional networking. This position is ideal for an entrepreneurial individual who wants to build a book of business while supported by the resources of a major international corporation.

Key Responsibilities

• Serve as the public face of the brand within the New York City community
• Manage full service tax preparation for diverse client needs including personal and business returns
• Conduct discovery sessions to identify deductions and minimize liabilities
• Provide future planning advice to help clients reach milestones like retirement or home ownership
• Utilize advanced video communication tools and professional tax software to assist customers
• Engage in local marketing efforts to make tax concepts accessible to the public

Requirements

• Active and unrestricted CPA, Enrolled Agent, or Attorney license
• Minimum of 3 years experience filing at least 30 federal and state returns per season
• Strong understanding of Circular 230 and tax law
• Availability to work onsite at a retail location for at least 20 hours per week
• Comfortable with front facing retail environments and wearing company branded attire
• Experience with holistic tax advisory and financial planning
• Strong digital literacy and familiarity with CRM tools
• Bilingual English and Spanish skills are highly valued

Personal Attributes

• High level of empathy and ability to simplify complex financial topics
• Entrepreneurial mindset with a drive to grow a customer portfolio
• Excellent verbal and written communication skills
• Passionate about community involvement and public speaking
• Ability to maintain a professional demeanor in a fast paced setting

Compensation and Benefits

• Hourly pay rate between 32.50 and 36.00 per hour
• Eligibility for performance based cash bonuses
• Equity reward programs
• 401k savings plan with company match
• Employee Stock Purchase Plan
• Professional liability insurance coverage
• Paid sick leave and employee assistance programs
• Discounts on financial software products

This is a non exempt position requiring a consistent physical presence at the designated retail site. If you are a tax professional looking to step out from behind a desk and engage directly with your community, we encourage you to apply.