Jobs · Finance · California

Tax Advisor - In-Store

Bluegrass Stream · Orange, CA · 2 days ago
On-siteFinanceFull-time
Role Overview: Responsible for preparing tax returns and delivering personalized tax advice to in-person clients. Key Responsibilities Assist clients with tax planning, calculations, and TurboTax product support.Build and maintain relationships with clients to understand their financial needs.Engage in local outreach and marketing efforts to attract new clients.Help individuals and businesses identify deductions and optimize their financial strategies. Qualifications & Skills Strong knowledge of tax regulations and preparation processes.Excellent customer service and interpersonal skills.Ability to explain complex tax concepts clearly and effectively.Proficiency with tax software, particularly TurboTax.Ability to develop relationships and engage with the community.

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