8,822 Financial Advising jobs in the United States

Empower customers to achieve positive financial outcomes by providing trusted tax advice and support. As a Seasonal Local Service Associate, you will work on-site from a TurboTax location in the United States, serving customers in-person and virtually using Intuit TurboTax products.

You will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. This dynamic opportunity combines tax expertise with entrepreneurial spirit and community engagement.

This role requires onsite presence at a TurboTax location on a seasonal basis. Key responsibilities include:

• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador: 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.
• Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
• Build Relationships: 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.
• Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

TurboTax Live Seasonal Local Service Associates serve as trusted advisors, empowering customers to achieve positive financial outcomes.

They work on-site from a TurboTax location, serving customers in-person and virtually using Intuit TurboTax products.

• Provide tax expertise and complete preparation services for clients, handling simple to complex tax situations.
• 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 mindset to cultivate a robust customer base for the organization.
• Serve as the local face of the organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
• Organize local events , with support, to create opportunities for customer engagement.

• Represent the organization in your local community confidently, taking on the role of its public face with guidance and resources provided.
• Host engaging learning events , participate in local marketing efforts, and demystify taxes to make them accessible and approachable.

• Connect with people , demonstrating 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.

About this Role

This is an opportunity to join our team as a trusted advisor, providing expert tax services and building strong relationships with customers. If you are passionate about helping others and have excellent communication skills, we encourage you to apply.

What We Offer

• A competitive compensation package
• Ongoing training and development opportunities
• A dynamic and supportive work environment

You will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of empowering prosperity around the world.

You will work on-site from our office, serving customers both in-person and virtually using our products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software support.

• Provide hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future planning advice.

Be proactive in building a customer base. Serve as the face of our organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through outreach. Organize events to create opportunities for customer engagement.

• Provide full service tax return preparation and advice.
• Offer software support to clients.

• Build relationships with customers and demonstrate understanding and sensitivity to their concerns.
• Nurture long-term client relationships and drive loyalty.

This role requires onsite presence at our office in the United States on a seasonal basis.

As a trusted advisor, you will provide full service tax return preparation, tax advice, calculations, and software support. Your ability to demonstrate understanding of each customer's unique situation is critical to alleviating their stress when tackling taxes.

This role combines tax expertise with entrepreneurial spirit and community engagement to help customers navigate their tax needs.

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
• Be a Proactive Community Ambassador - Embody a customer-centric approach and foster long-term relationships through proactive outreach.
• Deliver Exceptional Service - Anticipate and address customer needs to ensure a seamless experience.

We are seeking highly motivated individuals to serve as dedicated tax experts in a seasonal capacity.

This unique opportunity combines expertise, entrepreneurial spirit, and community engagement to help customers navigate their financial needs.

As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission of empowering prosperity worldwide.

In this role, you will work on-site from a designated location, serving customers both in-person and virtually using our financial products.

You will leverage your expertise to provide full-service financial guidance, advice, calculations, and 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 stress when navigating complex financial scenarios.

Whether assisting with simple filings or handling more complex scenarios, you will serve as the go-to expert for your clients.

• Provide Expert Financial Guidance: Give hands-on financial advice and complete preparation services for clients, handling simple to complex situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador: Embody a sense of community and engage with customers to understand their unique financial challenges.

As a member of our team, you can expect a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.

To be successful in this role, you will need to possess exceptional communication skills, a strong ability to empathize with customers, and a passion for delivering outstanding service.

We offer a comprehensive training program to ensure your success in this role. You will have access to advanced technology and resources to support your work, as well as opportunities for professional growth and development.

About the Role This opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their financial needs.
As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission of empowering prosperity.

Your Key *** Provide full-service tax preparation, tax advice, calculations, and software/product support using Intuits TurboTax products.
Leverage your tax expertise to serve as the go-to expert for clients navigating complex tax scenarios.
Grow TurboTaxs client base within the local community, establish long-term relationships, and drive customer loyalty.
We provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

About You To be successful in this role, you must ***
A Preparer Tax Identification Number (PTIN) as required by law to file taxes.
A minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Willingness to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Associate.

What We Offer Youll receive access to exceptional seasonal company benefits and resources, ***
A competitive compensation package with a strong pay-for-performance rewards approach.
A 401(k) Savings Plan with company matching.
Paid sick time.
An Employee Stock Purchase Plan.
E&O Insurance provided by Intuit.
An Employee Assistance Program.

Requirements Please note that you must reside within the United States and possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Description

AWS is looking for experienced Solutions Architects to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technologies. This is an ideal role for someone with deep experience in the FS industry, expert knowledge of FS applications and infrastructure, and a solid understanding of how cloud services can help FS customers transform their data centers, and more quickly develop innovative industry solutions.

AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector.

Key job responsibilities

In this role, you will serve as a core member of the Financial Services industry team, and play a key role in executing our go-to-market strategies and programs at a country or area level. You will identify FS customer needs specific to your area or country; and engage directly with customers and account teams to determine business needs, and help define and develop industry solutions. You will also help coach SAs who are directly supporting FS customers as part of the AWS account teams, and gather and provide feedback to engineering teams on how to help FS customers more easily adopt AWS services.

The ideal candidate will have experience coaching senior engineers or solutions architects; working directly with customers; and helping to define and deploy secure, scalable, and reliable cloud solutions in Financial Services.

As a Principal FSI GTM SA, travel up to 30% could be included and will be discussed at the interview stage.

About the team

About AWS

Diverse Experiences

AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.

Why AWS?

Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.

Inclusive Team Culture

Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.

Mentorship & Career Growth

We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.

Work/Life Balance

We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.

AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.

The AWS Industries team is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our industry customers, which means that we focus on business outcomes and industry use cases on behalf of our customers, whether that is how we build products and solutions, how we sell, how we deliver, or how we partner.

Basic Qualifications

• 10+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience

• Bachelor's degree in computer science, engineering, mathematics or equivalent

• Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing

• Experience communicating across technical and non-technical audiences and at C-level, including training, workshops, publications

Preferred Qualifications

• Knowledge of distributed systems design and implementation or equivalent

• Knowledge of large scale automation and workflow management or equivalent

• Knowledge of database design and implementation or equivalent

• Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers

• Experience architecting, migrating, transforming or modernizing customer requirements to the cloud

Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.

Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.

Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $164,500/year in our lowest geographic market up to $284,300/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.