Tax Expert

RoShay Services; Evanston (IL); On-site; USD 25,000 - 39,000; Full time

Job summary

RoShay Services in Evanston is seeking a tax professional to support customers with tax preparation and advice using TurboTax products. You will prepare individual and business tax returns, identify deductions, and provide practical tax planning guidance.

The role involves in-person and video-based interactions at a TurboTax retail location. The position emphasizes personalized service, strong customer relationships, and clear explanations of tax concepts to help clients make informed decisions

Qualifications

• Tax preparation knowledge including deductions and planning.
• Excellent customer service and communication.
• Ability to explain tax concepts clearly.

Responsibilities

• Prepare individual and business tax returns accurately and efficiently.
• Provide tax advice and planning to help clients make informed decisions.
• Identify deductions and potential tax savings.
• Assist customers with TurboTax product support.
• Build relationships with local clients through outreach.
• Deliver personalized support in person and via video.

Skills

Tax knowledge

Customer service

Communication skills

TurboTax familiarity

Education

High school diploma or equivalent

Tools

TurboTax

Job description

Role Summary: Support customers with tax preparation and advice using TurboTax products. Prepare individual and business tax returns, identify eligible deductions, and provide practical tax planning guidance. Offer personalized service by delivering accurate, customer-focused support through in-person and video-based interactions at a TurboTax retail location.

Key Responsibilities

• Prepare individual and business tax returns accurately and efficiently.
• Provide tax advice and planning to help clients make informed decisions.
• Identify deductions and potential tax savings.
• Assist customers with TurboTax product support.
• Build relationships with local clients through outreach.
• Deliver personalized support in person and via video.

Qualifications & Skills

• Strong knowledge of tax preparation, deductions, and tax planning concepts.
• Excellent customer service and communication skills.
• Ability to provide tailored guidance and explain tax information clearly.
• Comfort using TurboTax tools and supporting customers with product use.