• Provide direct, licensed tax advice to participants on complex topics, including: Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation • Multi-state taxation, self-employment income, estimated payments, and amended returns • Filing status decisions, deductions/credits eligibility, and retirement contribution impacts • Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope • Educate participants using clear, jargon-free explanations of IRS guidelines and implications • Maintain accurate and timely documentation within Salesforce and align with internal case protocols • Support seasonal participant needs during tax season and contribute to internal tax education efforts • Assist in the development of participant-facing tax resources, FAQs, and training