On-Site Tax Advisor & Planning Specialist

TSP talent; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Job summary

TSP talent in Chicago is seeking an on-site tax professional to provide accurate tax returns and guidance to local clients.

You will deliver tax planning advice, perform tax calculations, and assist customers with TurboTax product questions and troubleshooting.

The role focuses on clear communication, client relationship building through community outreach, and helping customers work toward their financial goals.

Qualifications

• Strong knowledge of tax preparation and tax concepts.
• Ability to explain tax information clearly and professionally.
• Attention to detail to ensure accuracy and compliance.
• Customer-focused communication and relationship-building skills.
• Comfort using tax software and providing product support.

Responsibilities

• Prepare accurate tax returns and perform tax calculations.
• Deliver clear tax advice, planning guidance, and strategy recommendations.
• Support customers with TurboTax product questions and troubleshooting.
• Build relationships with local clients through community outreach and marketing.
• Help customers understand their tax situations and work toward their financial goals.

Skills

Tax knowledge

Explain tax info clearly

Detail-oriented

Customer service

Tax software

Tools

TurboTax

Job description

TSP talent in Chicago is seeking an on-site tax professional to provide accurate tax returns and guidance to local clients.

You will deliver tax planning advice, perform tax calculations, and assist customers with TurboTax product questions and troubleshooting.

The role focuses on clear communication, client relationship building through community outreach, and helping customers work toward their financial goals.