Senior Tax Professional

Senior Tax Professional

Orlando, FL | Finance & Accounting Industry | On-site (Seasonal Role)

A leading financial services organization is seeking an experienced Senior Tax Professional to join its team on a seasonal basis. In this role, you’ll help individuals and small businesses navigate their tax filings while building meaningful client relationships in your local community.

You’ll work on-site from a tax service center, providing both in-person and virtual assistance to clients using modern digital tools. This position blends professional tax expertise with customer engagement and community outreach, empowering you to make a difference while delivering exceptional service.

Key Responsibilities:

• Prepare and review federal and state individual tax returns (Form 1040).

• Provide personalized tax advice to help minimize liabilities and maximize refunds.

• Handle a wide range of cases — from simple W-2s to complex returns involving business income, amendments, or investments.

• Educate and support clients in understanding tax implications related to major life events.

• Build long-term client relationships through proactive communication and trust.

• Represent the organization at local events and serve as a community ambassador.

Qualifications:

• 2+ years of paid experience preparing 30+ federal and state tax returns per season.

• Active PTIN (Preparer Tax Identification Number).

• Licensed as an EA (Enrolled Agent), CPA (Certified Public Accountant), or Attorney.

• Solid knowledge of current tax laws and Circular 230.

• Excellent communication skills; bilingual (English/Spanish) a plus.

• Tech-savvy with experience using tax preparation software and CRM tools.

• Must reside in the U.S. and be available for on-site work during the season.

Attributes:

• Customer-focused with strong empathy and professionalism.

• Entrepreneurial mindset with a passion for community engagement.

• Comfortable working independently in a fast-paced environment.

• Strong organizational and multitasking abilities.

Details:

• Work Type: On-site, seasonal role (minimum 24 hours per week)

• Compensation: Estimated $27 – $33 per hour (varies by location)

• Eligibility: Cash bonus, equity rewards, and benefits available