Tax Advisor

Strive Solutions; Chicago (IL); On-site; USD 35,000 - 60,000; Full time

Job summary

Strive Solutions in Chicago, IL seeks a Tax Preparer & Customer Advisor to prepare accurate individual and small business tax returns, deliver tailored tax planning, and explain deductions and credits to support client goals.

You will support clients with TurboTax products, build strong relationships, and contribute to local outreach and community engagement while maintaining clear, proactive client communication.

Qualifications

• Strong knowledge of tax preparation and related concepts.
• Clear communication of tax information to clients.
• Customer-focused mindset with relationship-building skills.
• Proficiency using tax software and providing product support.
• Ability to contribute to local marketing and outreach efforts.

Responsibilities

• Complete and review tax returns for individuals and businesses.
• Provide personalized tax advice and planning based on client needs.
• Identify eligible deductions and help clients achieve financial objectives.
• Support customers using TurboTax products and troubleshoot issues.
• Engage in local outreach and marketing activities.
• Maintain client communication and deliver high-quality service.

Skills

Tax knowledge

Attention to detail

Customer focus

Tax software proficiency

Local marketing outreach

Tools

TurboTax

Job description

Tax Preparer & Customer Advisor

Prepare accurate tax returns for in-person clients and deliver personalized tax advice, including tax planning, calculations, and guidance to support client goals. Provide TurboTax product support and help clients understand deductions, credits, and available options.

Tax Preparer & Customer Advisor

Prepare accurate tax returns for in-person clients and deliver personalized tax advice, including tax planning, calculations, and guidance to support client goals. Provide TurboTax product support and help clients understand deductions, credits, and available options.
Build strong client relationships through exceptional service, and contribute to local outreach and marketing efforts to increase community engagement and customer acquisition.

Key duties

• Complete and review tax returns for individuals and businesses


• Provide personalized tax advice and tax planning based on client needs


• Identify eligible deductions and help clients achieve financial objectives


• Support customers using TurboTax products and troubleshoot issues


• Engage in local outreach and marketing activities


• Maintain client communication and deliver a high-quality service experience

Qualifications & Skills

• Strong knowledge of tax preparation and relevant tax concepts


• Accuracy, attention to detail, and ability to explain tax information clearly


• Customer-focused mindset with relationship-building skills


• Proficiency using tax software and providing product support


• Ability to contribute to local marketing and outreach efforts