Tax Preparation Specialist

Boulder Connect; Wilmette (IL); Vor Ort; USD 28.000 - 39.000; Vollzeit

Zusammenfassung

Boulder Connect in Wilmette, IL is seeking a tax professional to assist customers by preparing federal and state tax returns at an onsite retail location. The role emphasizes accuracy and client service.

You will provide expert tax advice, identify deductions, and help clients navigate TurboTax to maximize savings, while building local relationships through outreach and personalized service.

Qualifikationen

• Knowledge of tax laws and return preparation for individual and business clients.
• Excellent communication and customer service skills.
• Ability to analyze financial information and identify tax-saving opportunities.
• Proficiency in using TurboTax software.

Aufgaben

• Assist customers by preparing federal and state tax returns at an onsite retail location.
• Provide expert tax advice and support to clients.
• Identify deductions and offer tax planning guidance.
• Help customers use TurboTax products effectively.
• Build strong local client relationships through outreach.

Kenntnisse

Excellent communication

Customer service

Analytical thinking

Tools

TurboTax software

Jobbeschreibung

Assist customers by preparing federal and state tax returns at an onsite retail location.

Responsibilities Include

• Providing expert tax advice and support to clients


• Identifying deductions and offering tax planning guidance


• Helping customers effectively utilize TurboTax products


• Building strong local client relationships through outreach and personalized service

Qualifications And Skills

• Knowledge of tax laws and return preparation for individual and business clients


• Excellent communication and customer service skills


• Ability to analyze financial information and identify tax-saving opportunities


• Proficiency in using TurboTax software