Tax Planner & Prep Specialist (In-Store & Video Support)

RoShay Services; Evanston (IL); Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

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

Formación

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

Responsabilidades

• 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.

Conocimientos

Tax knowledge

Customer service

Communication skills

TurboTax familiarity

Educación

High school diploma or equivalent

Herramientas

TurboTax

Descripción del empleo

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