Tax Prep Specialist — Client-Focused Advisor

Coulter Services; Des Plaines (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

Coulter Services in Des Plaines, IL is seeking a Tax Preparation & Customer Support professional to prepare federal and state tax returns and guide customers on deductions and tax planning using TurboTax.

You will build and maintain local client relationships through outreach, delivering personalized service for a variety of individual and business tax situations and helping customers file accurately and on time.

Qualifications

• Strong knowledge of federal and state tax concepts.
• Clear and accurate tax guidance.
• Customer service skills with attention to detail.
• Comfort using tax software and assisting users.
• Strong communication and relationship-building skills.

Responsibilities

• Prepare and review federal and state tax returns.
• Offer guidance on deductions and tax planning.
• Help customers effectively use TurboTax products.
• Support both individual and business tax needs.
• Conduct outreach to strengthen local client relationships.

Skills

Tax concepts

Customer service

Communication

Tax software

Relationship building

Tools

TurboTax

Job description

Coulter Services in Des Plaines, IL is seeking a Tax Preparation & Customer Support professional to prepare federal and state tax returns and guide customers on deductions and tax planning using TurboTax.

You will build and maintain local client relationships through outreach, delivering personalized service for a variety of individual and business tax situations and helping customers file accurately and on time.