
Tax Accountant - Retail
RoShay Services
Job description
Role Overview
We are seeking motivated
Retail Experts
to provide in-person tax assistance at designated locations.
Responsibilities Include
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Serving as a trusted advisor by delivering full-service tax return preparation, advice, and software support for a variety of tax situations.
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Building community relationships through proactive outreach, representing the brand locally, and attracting new clients.
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Creating exceptional customer experiences by understanding client needs, uncovering deductions, minimizing liabilities, and providing tailored tax planning.
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Engaging with customers face-to-face and via digital tools to address inquiries and foster long-term trust.
Qualifications & Skills
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Active, unrestricted EA, CPA, or attorney license with at least 3 years of tax preparation experience.
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Experience filing 30+ federal and state individual tax returns using professional software.
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Knowledge of tax law, Circular 230, and current tax preparation regulations.
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Strong communication, customer service, and community engagement skills.
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Comfort working onsite in a retail environment, with flexibility to work weekends.
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Proficiency with tax software, CRM tools, and digital presentation.
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Bilingual skills (English/Spanish) and entrepreneurial mindset are a plus.
Key Attributes:
Passion for empowering clients, community-oriented, self-driven, empathetic, professional, and adaptable to a fast-paced setting.
This role offers competitive pay, bonuses, and benefits, with an emphasis on building lasting customer relationships and community presence.