Financial Advisor
4 days ago
We are seeking a skilled Financial Advisor - Tax Services to join our team at Liberty Tax Service. As a Financial Advisor - Tax Services, you will be responsible for providing expert tax advice and preparing accurate tax returns for individuals and small businesses.
About the Role
- Provide exceptional customer service by addressing client concerns and questions in a timely manner.
- Conduct client interviews to gather information about their tax situation.
- Explain tax return outcomes and provide tax planning advice.
Key Responsibilities
- Prepare individual and small business tax returns accurately and efficiently.
- Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
- Stay updated on current tax laws and regulations through ongoing education and training.
Qualifications
- Strong knowledge of federal, state, and local tax laws and regulations.
- Proficiency in tax preparation software and Microsoft Office Suite.
- Excellent attention to detail and organizational skills.
- Strong analytical and problem-solving abilities.
- Superior communication skills, both verbal and written.
- Ability to work independently and manage multiple priorities.
- Must have an IRS preparer tax identification number (PTIN) or be eligible to apply/renew.
Estimated Salary
$18/hour + end-of-season bonus
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