Financial Advisor

Serving as a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting the mission of powering prosperity around the world.

You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

• Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., 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.

You will embody a community ambassador mindset to cultivate a robust customer base.

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 to create opportunities for customer engagement.

You will confidently represent TurboTax in your local community.

Host engaging learning events, participate in local marketing efforts, and demystify 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 relationship.

Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Nice-to-have skills

• Customer Service
• Marketing
• Public Speaking

• Phoenix, Arizona, United States

Work experience

• Finance & Accounting
• Business Developer / Sales Development Representative
• Customer Service Associate (In-Store)

Languages

• English