Tax Expert

LS Solutions; Skokie (IL); On-site; USD 42,000 - 66,000; Full time

Job summary

LS Solutions in Skokie, IL is seeking a Tax Preparer & Advisor to prepare individual and small business returns and provide accurate tax planning. You will identify deductions and credits to maximize client outcomes, and support customers using TurboTax products with clear guidance throughout the filing process.

Deliver personalized service through in-person and video-based support while building strong relationships with local clients.

Qualifications

• Strong understanding of tax preparation and compliance.
• Ability to analyze tax situations and recommend planning strategies.
• Detail-oriented with strong accuracy and organization skills.
• Excellent customer service and communication skills for both in-person and virtual interactions.
• Comfort using tax software tools to guide customers effectively.

Responsibilities

• Prepare and review individual and business tax returns.
• Provide tax advice, planning, and guidance based on client needs.
• Identify potential deductions, credits, and tax-saving opportunities.
• Assist customers with TurboTax product usage and related questions.
• Build relationships with local clients through outreach activities.
• Deliver personalized service through in-person and video-based support.

Skills

Tax preparation

Tax planning

Customer service

Attention to detail

Communication skills

TurboTax

Tools

TurboTax

Job description

Tax Preparer & Advisor

Prepare individual and business tax returns and provide accurate tax advice and planning. Identify eligible deductions and credits to help maximize client outcomes. Support customers using

Tax Preparer & Advisor

Prepare individual and business tax returns and provide accurate tax advice and planning. Identify eligible deductions and credits to help maximize client outcomes. Support customers using TurboTax products, ensuring they receive clear guidance throughout the filing process.

Key Duties

• Prepare and review individual and business tax returns.
• Provide tax advice, planning, and guidance based on client needs.
• Identify potential deductions, credits, and tax-saving opportunities.
• Assist customers with TurboTax product usage and related questions.
• Build relationships with local clients through outreach activities.
• Deliver personalized service through in-person and video-based support.

Qualifications & Skills

• Strong understanding of tax preparation and compliance.
• Ability to analyze tax situations and recommend planning strategies.
• Detail-oriented with strong accuracy and organization skills.
• Excellent customer service and communication skills for both in-person and virtual interactions.
• Comfort using tax software tools to guide customers effectively.