245 Prudential Financial jobs in the United States

We are seeking a highly skilled and experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing expert financial guidance and support to our clients.

Your primary focus will be on delivering exceptional customer service, building strong relationships, and driving business growth through proactive outreach and engagement.

• Key Responsibilities:
• Tax Expertise: Provide in-depth tax advice and complete preparation services for clients, handling complex tax situations and facilitating discovery sessions and tax reviews.
• Community Ambassador: Cultivate a robust client base by embodying a "community ambassador" and "business owner" mindset, actively engaging with new prospects, nurturing leads, and converting them into long-term clients.
• Educate and Communicate Confidently: Represent the organization in the community with enthusiasm and confidence, leveraging the support and resources provided.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build trust that turns one-time transactions into loyal, multi-year relationships.
• Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

To succeed in this role, you must have:

• Proven Tax Expertise: A deep understanding of tax laws and regulations, with experience in preparing complex tax returns.
• Excellent Communication Skills: The ability to communicate complex financial information in a clear and concise manner.
• Strong Relationship-Building Skills: A proven track record of building strong relationships with clients and stakeholders.
• Business Acumen: A solid understanding of business principles and practices, with the ability to drive business growth and development.

We offer a competitive compensation package, including:

• Base Salary: A market-competitive salary based on experience.
• Bonus Structure: A performance-based bonus structure that rewards outstanding results.
• Benefits Package: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.

We are a dynamic and innovative organization dedicated to providing exceptional financial services to our clients. We are committed to building strong relationships, driving business growth, and making a positive impact in our community.

This seasonal role combines tax expertise, entrepreneurial spirit, and community engagement to empower customers in navigating their tax needs.

You will serve customers both in-person and virtually using Intuit TurboTax products, providing full-service tax return preparation, tax advice, calculations, and software/product support.

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a proactive community ambassador, cultivating a robust customer base for TurboTax and representing the company in local events.
• Educate and communicate confidently, demystifying taxes to make them accessible and approachable.
• Build relationships by connecting with people, demonstrating understanding and sensitivity to their financial concerns.
• Deliver a best-in-class customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

• A passionate tax professional with active, unrestricted credentials (EA, CPA, or Practicing Attorney) and extensive knowledge of tax laws.
• Minimum 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 and strong verbal and written communication skills.
• A willingness to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
• Bilingual (English/Spanish) communication skills are a plus.

As a key player in our TurboTax Live team, you will serve as a trusted advisor and empower customers to achieve positive financial outcomes. Your primary role will be to provide exceptional customer service by handling inquiries, resolving issues, and offering guidance on tax-related matters.

About the Role:

This position combines tax expertise with excellent communication skills to deliver an outstanding customer experience. As a Seasonal Local Service Expert, you will work on-site from a designated location, serving customers both in-person and virtually using Intuit TurboTax products.

Responsibilities include:

• Providing expert tax advice and preparing services for clients, handling complex tax situations, such as personal and business income, deductions optimization, and amendments.
• Actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach and relationship-building.
• Representing TurboTax in your local community by hosting learning events and participating in local marketing efforts.
• Building trust with customers by demonstrating understanding and sensitivity to their financial concerns and connecting them with relevant resources.
• Delivering a best-in-class customer experience that meets or exceeds customer expectations.

We are seeking highly skilled professionals to fill a Tax Expert role in our organization. This opportunity combines tax expertise, business acumen, and customer engagement to help individuals navigate their tax needs.

In this position, you will work on-site from a designated location, serving customers both in-person and virtually using professional tax preparation software. You will leverage your tax expertise to provide full service tax return preparation, tax 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 the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

• 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 "business owner" mindset to cultivate a robust customer base.
• Educate and Communicate Confidently: Enthusiastically represent the organization in your local community.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns and build long-term trust.
• Deliver a Best-in-Class Customer Experience: Create an exceptional experience, professionalism, and genuine interest in helping clients achieve their financial goals.

We are looking for individuals who possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.

• Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• 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.
• Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a designated location.

Job Overview

We are seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live - Seasonal Local Service Experts in one of our new locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

About the Role:

In this role, you will work on-site from a location, serving customers both in-person and virtually using Intuit products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.

As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission of 'Powering Prosperity Around the World.'

Key Responsibilities:

1. Provide full service tax return preparation and tax advice to customers.
2. Leverage tax expertise to deliver accurate calculations and software/product support.
3. Empower customers to achieve positive financial outcomes.

**Job Overview**

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

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

You will work on-site from a designated location, serving customers both in-person and virtually using advanced software tools. You will leverage your technical expertise to provide full-service financial support, advice, and calculations.

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 finances.

• Provide Technical Expertise: Give hands-on guidance and complete preparation services for clients, handling simple to complex financial situations.
• Educate and Communicate Confidently: Represent yourself and your organization enthusiastically, hosting engaging learning events and participating in local marketing efforts.
• Build Relationships: Connect with people, demonstrating empathy and sensitivity to their financial concerns and build 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.

Job Description

The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial Services Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to manage own your career, while being aligned with a company where hard work is valued and rewarded. New York Life offers the training and support to take you career as far as you want to, whether it's in the field or on a clear path to management. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes: In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!Subsidy, stipend, and bonus programsYou can read in full about all benefits* for our Financial Professional role here: have Fast Track to Management opportunities for qualified professionals once established in the career.Desired Skills and Experience Accomplished communicator with strong verbal and written skillsPrior sales and/or business experience preferredEntrepreneurial mindsetStrong desire to help othersAbility to work in a hybrid settingIt is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment. *Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason. About New York Life:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We have more than 175 years of industry success. Some of our accolades include:• A promise to work with you to build a strong financial future for both you and your clients• America's largest mutual life insurer and #72 on Fortune 100 in 2022• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A+); Moody’s (Aaa); and Fitch (AAA) as of 12/31/2022

Job Description

The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial Services Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to manage own your career, while being aligned with a company where hard work is valued and rewarded. New York Life offers the training and support to take you career as far as you want to, whether it's in the field or on a clear path to management. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes: In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!Subsidy, stipend, and bonus programsYou can read in full about all benefits* for our Financial Professional role here: have Fast Track to Management opportunities for qualified professionals once established in the career.Desired Skills and Experience Accomplished communicator with strong verbal and written skillsPrior sales and/or business experience preferredEntrepreneurial mindsetStrong desire to help othersAbility to work in a hybrid settingIt is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment. *Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason. About New York Life:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We have more than 175 years of industry success. Some of our accolades include:• A promise to work with you to build a strong financial future for both you and your clients• America's largest mutual life insurer and #72 on Fortune 100 in 2022• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A+); Moody’s (Aaa); and Fitch (AAA) as of 12/31/2022