Oregon Licensed Tax Consultant

Position Title: Oregon Licensed Tax Consultant

Department: USST-Company Stores

Status: Seasonal

Reports to: Office Supervisor or District Manager

FLSA Status: Non-exempt

Position Purpose

Tax Consultants are responsible for staying current on new tax law as they are experts in providing tax advice and tax services to a wide range of clients. Tax consultants are strong written and verbal communicators who can explain tax law in a way that is accessible and easy for customers to understand.

Position Responsibilities/Duties/Functions/Tasks

• Establish rapport with clients to build working relationships and increase retention
• Provides exceptional customer service
• Prepares fast, accurate tax returns using industry leading technology
• Provide tax advice
• Fulfills ongoing tax training and testing requirements in a timely manner (Prior to Tax Season)
• Completes 30 hours of qualified Continuing Education credits as required for Licensed Tax Consultant license renewal through OBTP annually
• Offers clients solution-oriented products to improve client's financial situations
• Ensures office is clean, organized, and in compliance
• Responsible for supervising Licensed Tax Preparers within the office
• Other duties as assigned

Position Qualifications

• Meet legal requirements for consultant status in Oregon
• Excellent interpersonal and customer service skills
• Ability to communicate in a professional manner
• Computer proficient and a familiarity with Microsoft Office
• Qualified applicants must be self-starters and computer literate
• Flexibility to work nights and weekends, as needed
• Self-motivated and ability to work both independently and within a team
• Sales experience is a plus
• Meets LTC licensing requirements as set by the Oregon Board of Tax Practitioners. Programs are available to compensate associates for acquiring licensure for LTC status, -please ask for details. If you're ready to test for LTC status, we'd like to talk to you.
• Semi-retired & bilingual candidates are strongly encouraged to apply

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer.

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