Tax Accountant: Client Advisory & Community Outreach

Sotalent; Chicago (IL); Vor Ort; USD 43.000 - 48.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

401(k) with company matching

Employee Stock Purchase Plan

Errors & Omissions insurance

Professional development and marketing

Zusammenfassung

Sotalent is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support from a retail location in the United States. The role combines technical tax expertise with client relationship management and local community engagement.

The ideal candidate will handle federal and state returns, offer personalised tax advice, use professional tax software and CRM tools, and build lasting client relationships while supporting outreach initiatives in the community.

Qualifikationen

• Active, unrestricted EA, CPA or attorney licence preferred.
• Minimum 3 years of paid experience preparing at least 30 federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Strong knowledge of applicable tax laws and familiarity with IRS Circular 230.
• Must reside in the United States.

Aufgaben

• Prepare federal and state individual tax returns for varied situations.
• Provide personalised tax advice to optimise deductions and maximise refunds.
• Conduct client discovery sessions and tax reviews, including future tax planning guidance.
• Use professional tax software, government resources and internal expertise to deliver accurate tax solutions.
• Build and maintain long-term client relationships with professional, customer-focused service.
• Support local customer acquisition through community outreach and marketing activities.
• Represent the organisation within the local community and participate in accessible tax services initiatives.
• Assist customers in person and via video-based consultations.
• Maintain a local and online presence by creating accessible tax-related content and educational resources.
• Use CRM and other technology tools to manage customer relationships and service delivery.

Kenntnisse

Customer service

Tax advisory

Tax software

CRM systems

Bilingual English/Spanish

Independent work

Communication

Entrepreneurial mindset

Ausbildung

EA/CPA license preferred

Tools

Tax software

CRM systems

Jobbeschreibung

Sotalent is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support from a retail location in the United States. The role combines technical tax expertise with client relationship management and local community engagement.

The ideal candidate will handle federal and state returns, offer personalised tax advice, use professional tax software and CRM tools, and build lasting client relationships while supporting outreach initiatives in the community.