Job Description
** Location: ** Multiple Offices | Type: Full-Time or Seasonal-to-Permanent
** About the Role **
Rocket Tax is expanding! We’re looking for friendly, driven professionals who can sell, serve, and support clients year-round. This role combines tax preparation, customer service, and sales, including upselling our new services:
** What You’ll Do **
• Prepare and file accurate tax returns using our proprietary software
• Deliver outstanding customer service and build client trust
• Present and upsell services confidently using proven techniques
• Handle confidential financial and immigration information with care
• Support marketing and client outreach efforts
** What We’re Looking For **
• PTIN required
• Tax prep experience preferred
• Sales or retail background with strong upselling skills
• Bilingual (Spanish) a plus
• Great communication, multitasking, and customer service skills
** Why Join Us **
• Competitive pay + commissions on upsells and memberships
• Training provided on all services
• Opportunity for year-round growth with a supportive team
Company Description
Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.
Busy tax office, never a dull moment, energetic fun place to grow and learn. We aim to create a culture where our staff feels supported, a place to learn and evolve, we work hard but we play hard as well. Looking forward to meeting our new team members.
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