Client-Focused Tax Planning Specialist

Bluegrass Stream LLC; Oak Park (IL); On-site; USD 30,000 - 48,000; Full time

Job summary

Bluegrass Stream LLC is seeking a diligent Tax Preparer to prepare accurate tax returns for in-person clients in Oak Park, Illinois. You will deliver personalized tax advice, perform planning, calculations, and TurboTax product support to individuals and small businesses.

You will engage with clients to identify deductions, ensure compliance, and support outreach and marketing efforts to attract new clients.

Qualifications

• Strong knowledge of tax concepts and return preparation.
• Excellent customer service and communication skills.
• Ability to explain tax topics clearly and confidently.
• Comfort using tax preparation and related software tools.
• Detail-oriented with a commitment to accuracy and compliance.
• Initiative to participate in community outreach and sales support.

Responsibilities

• Complete tax return preparation with accuracy and attention to detail.
• Offer tailored tax guidance, planning support, and calculation assistance.
• Provide product support for TurboTax tools and features to customers.
• Engage with clients to build strong, long-term relationships.
• Support local outreach and marketing efforts to attract new clients.
• Assist customers in understanding deductions and tax outcomes.

Skills

Tax knowledge

Customer service

Communication

Software proficiency

Attention to detail

Community outreach

Job description

Bluegrass Stream LLC is seeking a diligent Tax Preparer to prepare accurate tax returns for in-person clients in Oak Park, Illinois. You will deliver personalized tax advice, perform planning, calculations, and TurboTax product support to individuals and small businesses.

You will engage with clients to identify deductions, ensure compliance, and support outreach and marketing efforts to attract new clients.