Client-Focused Tax Strategy & Prep Specialist

TSP talent; Evansville (IN); On-site; USD 40,000 - 55,000; Full time

Job summary

TSP talent in Evansville, IN is seeking a dedicated tax professional to prepare federal and state returns for individuals and small businesses. You will interview clients, gather information, and ensure accuracy using modern tax software while upholding strict confidentiality.

The role emphasizes client service, clear explanations of complex tax concepts, and proactive planning, with opportunities to stay current on tax laws and collaborate with teammates to deliver excellent service.

Qualifications

• Must have strong attention to detail and solid tax knowledge.
• Excellent communication and client service focus.
• Ability to work with tax preparation technology while maintaining confidentiality.

Responsibilities

• Conduct client interviews and gather relevant financial information.
• Prepare accurate federal and state tax returns using tax software.
• Explain complex tax concepts clearly and answer client questions.
• Identify credits, deductions, and tax-saving opportunities.
• Offer practical tax planning strategies based on client needs.
• Stay current with evolving tax laws and compliance requirements.
• Maintain strict confidentiality and handle client information responsibly.
• Collaborate with teammates to support service delivery.

Skills

Attention to detail

Tax knowledge

Effective communication

Client service

Tax software

Confidentiality

Job description

TSP talent in Evansville, IN is seeking a dedicated tax professional to prepare federal and state returns for individuals and small businesses. You will interview clients, gather information, and ensure accuracy using modern tax software while upholding strict confidentiality.

The role emphasizes client service, clear explanations of complex tax concepts, and proactive planning, with opportunities to stay current on tax laws and collaborate with teammates to deliver excellent service.