Remote Tax Associate — Virtual Individual Tax Returns

Coulter Services; Evanston (IL); Remote; USD 55,000 - 75,000; Full time

Job summary

Coulter Services is seeking a Tax Associate to support virtual tax help for individual customers. You will review financial documents, prepare and check individual tax returns, and guide users through tax-filing tools.

You will explain tax concepts, ensure IRS/state compliance, research complex questions, and document interactions in a collaborative, data-driven environment. This role is remote and customer-focused.

Qualifications

• Strong tax knowledge and clear communication are essential.
• Ability to interpret financial documents accurately and work in a data-driven environment.

Responsibilities

• Explain tax concepts such as credits and deductions in clear, customer-friendly language.
• Ensure accuracy and compliance with IRS and state requirements.
• Research and resolve complex tax questions.
• Provide accurate, timely assistance through virtual interactions.
• Document each customer interaction and recommendation.

Skills

Tax knowledge

Attention to detail

Interpreting financial documents

Clear communication

Job description

Coulter Services is seeking a Tax Associate to support virtual tax help for individual customers. You will review financial documents, prepare and check individual tax returns, and guide users through tax-filing tools.

You will explain tax concepts, ensure IRS/state compliance, research complex questions, and document interactions in a collaborative, data-driven environment. This role is remote and customer-focused.