Attorney in Valatie, NY

In-House

Valatie, NY

Attorney in Valatie, NY

Non-practicing Attorney

Min 2 yrs required

No

TurboTax Live - Seasonal Local Service Expert
The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios like business income, amendments, or investments. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Enthusiastically represent TurboTax in the local community. Confidently take on the role of its public face with the support, guidance, and resources provided by the company. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (., saving for retirement, college funds, weddings, or vacations). Interact with customers both in-person and through the company's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.