Tax Advisor

Bluegrass Stream; Berwyn (IL); On-site; USD 55,000 - 65,000; Full time

Job summary

Bluegrass Stream LLC in Berwyn, IL seeks a tax professional to prepare accurate tax returns for in-person clients and provide clear guidance on tax calculations and planning. You will support TurboTax products and help customers navigate their tax situations to achieve financial goals.

Applicants should have strong tax knowledge, excellent customer service, and the ability to communicate complex information clearly.

Qualifications

• Strong tax knowledge and ability to perform tax return preparation.
• Excellent customer service and communication skills.
• Detail-oriented with strong accuracy and organizational skills.
• Ability to provide guidance and support using TurboTax tools.
• Comfort working on-site and engaging with the local community.

Responsibilities

• Prepare and review tax returns, ensuring accuracy and compliance.
• Provide tax advice and explain tax calculations and outcomes.
• Offer tax planning guidance to support customers’ financial objectives.
• Assist customers with TurboTax product support and troubleshooting.
• Build relationships with local clients through community outreach and marketing.
• Communicate effectively to help customers understand tax information.

Skills

Tax knowledge

Customer service

Attention to detail

Communication skills

Tools

TurboTax

Job description

Role Summary: Prepare accurate tax returns for in-person customers while delivering clear tax advice, tax calculations, and planning guidance. Provide support for TurboTax products and help customers navigate their tax situations to reach their financial goals.

Key Responsibilities

• Prepare and review tax returns, ensuring accuracy and compliance.
• Provide tax advice and explain tax calculations and outcomes.
• Offer tax planning guidance to support customers’ financial objectives.
• Assist customers with TurboTax product support and troubleshooting.
• Build relationships with local clients through community outreach and marketing.
• Communicate effectively to help customers understand tax information.

Qualifications & Skills

• Strong tax knowledge and ability to perform tax return preparation.
• Excellent customer service and communication skills.
• Detail-oriented with strong accuracy and organizational skills.
• Ability to provide guidance and support using TurboTax tools.
• Comfort working on-site and engaging with the local community.