Retail Tax Advisor & Client Planning Specialist

TSP talent; Hoffman Estates (IL); On-site; USD 40,000 - 70,000; Full time

Job summary

TSP talent in Hoffman Estates, IL seeks a Tax Associate (Retail) to prepare accurate tax returns and provide personalized tax advice to in-person clients. You will guide customers through planning, calculations, and TurboTax product support, ensuring compliance and clarity in every interaction.

In this role you will complete returns, identify deductions and credits, and contribute to local outreach and client relationships.

Qualifications

• Strong understanding of tax preparation processes and concepts.
• Ability to translate tax information into clear, personalized guidance.
• Detail-oriented with accuracy-focused preparation and review.
• Customer service mindset and effective communication.
• Comfort using tax software and troubleshooting customer issues.
• Proactive, relationship-building approach for individuals and businesses.

Responsibilities

• Complete tax returns and review information for accuracy and compliance.
• Provide tailored tax advice to help clients identify deductions and credits.
• Support tax planning and calculations aligned with clients’ financial goals.
• Offer TurboTax product guidance to customers as needed.
• Build strong client relationships and deliver a positive customer experience.
• Participate in local outreach and marketing to grow customer engagement.

Skills

Tax preparation

Client communication

Attention to detail

Customer service mindset

Tax software

Troubleshooting

Relationship-building

Tools

TurboTax

Job description

TSP talent in Hoffman Estates, IL seeks a Tax Associate (Retail) to prepare accurate tax returns and provide personalized tax advice to in-person clients. You will guide customers through planning, calculations, and TurboTax product support, ensuring compliance and clarity in every interaction.

In this role you will complete returns, identify deductions and credits, and contribute to local outreach and client relationships.