Street Tax Team Agent

Phoenix Tax Street Team — LegacyBridge Financial Group

Grassroots Community Outreach • Client Support • Tax Season Role

Serve your community, earn a great income, and help families get the refunds they deserve.

The Phoenix Tax Street Team drives community engagement and assists with client intake during tax season. You will represent LegacyBridge in neighborhoods, at partner locations, and at pop-up tax events to help bring in and support new clients.

This is a hands-on, high-energy, community-based role for outgoing, friendly, motivated individuals who enjoy talking to people and helping families.

✅ Key Responsibilities

Host pop-up Tax Days at approved partner locations

Collect client tax documents as a mobile drop-off point

Greet clients & provide intake assistance

Promote LegacyBridge services & seasonal incentives

Support appointment scheduling and digital intake

Distribute flyers, referral cards, and marketing materials

Maintain daily activity and lead tracking

Follow secure handling procedures for confidential documents

Paid training provided (scripts, procedures, partner etiquette & compliance).

✅ Requirements

Minimum age: 18+

Reliable personal vehicle & valid driver’s license

Strong communication & customer service skills

Friendly, energetic, and confident when talking to people

Sales or lead-generation mindset

Smartphone with a data plan

Ability to work outdoors & travel to sites

Must follow secure handling & confidentiality rules

Bilingual (English/Spanish) strongly wanted

✅ Preferred Background (Not Required)

Customer service

Canvassing, outreach, or tabling work

Community engagement/street team work

Brand ambassador or promotional work

Retail, hospitality, or sales roles

? Compensation & Benefits

High commissions plus bonuses

Incentives for top performers

Flexible schedule

Advancement opportunities

Tax preparer roles

Team leadership

Financial services career pathways

Compensation structure reviewed during the interview.