Tax Advisor - Retail

Hader Solutions; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Hader Solutions in Chicago is seeking a Tax Professional to prepare accurate tax returns for in-person clients and provide tailored tax planning and advice. You will work closely with clients to optimize financial outcomes and ensure compliance.

The role emphasizes community outreach, local client relationships, and clear explanations of tax concepts, with proficiency in TurboTax and related software. This is a client-facing, on-site position fostering trust and accuracy.

Qualifications

• Strong knowledge of tax preparation and tax laws.
• Excellent customer service and communication skills.
• Ability to explain complex tax concepts clearly.
• Proactive in community engagement and client relationship building.
• Proficiency with TurboTax or similar tax software is preferred.

Responsibilities

• Prepare accurate tax returns for in-person clients.
• Provide personalized tax advice, planning, and calculations to optimize financial outcomes.
• Offer TurboTax product support to assist customers with their tax needs.
• Engage in community outreach and marketing to build relationships with local clients.
• Help customers address tax questions and enhance their understanding of financial strategies.

Skills

Strong knowledge of tax preparation

Excellent customer service

Clear communication

Community engagement

Client relationship building

Tools

TurboTax

Job description

• Prepare accurate tax returns for in-person clients.
• Provide personalized tax advice, planning, and calculations to optimize financial outcomes.
• Offer TurboTax product support to assist customers with their tax needs.
• Engage in community outreach and marketing to build relationships with local clients.
• Help customers address tax questions and enhance their understanding of financial strategies.

Role: Tax Professional

Responsibilities

• Prepare accurate tax returns for in-person clients.
• Provide personalized tax advice, planning, and calculations to optimize financial outcomes.
• Offer TurboTax product support to assist customers with their tax needs.
• Engage in community outreach and marketing to build relationships with local clients.
• Help customers address tax questions and enhance their understanding of financial strategies.

Qualifications & Skills

• Strong knowledge of tax preparation and tax laws.
• Excellent customer service and communication skills.
• Ability to explain complex tax concepts clearly.
• Proactive in community engagement and client relationship building.
• Proficiency with TurboTax or similar tax software is preferred.