Tax Preparer

Coulter Services; Evanston (IL); Remote; USD 55,000 - 75,000; Full time

Job summary

Coulter Services is seeking a Tax Associate to support virtual tax help for individual customers. You will review financial documents, prepare and check individual tax returns, and guide users through tax-filing tools.

You will explain tax concepts, ensure IRS/state compliance, research complex questions, and document interactions in a collaborative, data-driven environment. This role is remote and customer-focused.

Qualifications

• Strong tax knowledge and clear communication are essential.
• Ability to interpret financial documents accurately and work in a data-driven environment.

Responsibilities

• Explain tax concepts such as credits and deductions in clear, customer-friendly language.
• Ensure accuracy and compliance with IRS and state requirements.
• Research and resolve complex tax questions.
• Provide accurate, timely assistance through virtual interactions.
• Document each customer interaction and recommendation.

Skills

Tax knowledge

Attention to detail

Interpreting financial documents

Clear communication

Job description

Tax Associate supporting virtual tax help for individual customers. Review financial documents, prepare and check individual tax returns, and guide users through tax-filing tools.

Key Responsibilities

• Explain tax concepts such as credits and deductions in clear, customer-friendly language
• Ensure accuracy and compliance with IRS and state requirements
• Research and resolve complex tax questions
• Provide accurate, timely assistance through virtual interactions
• Document each customer interaction and recommendation

Qualifications & skills:

strong tax knowledge, attention to detail, ability to interpret financial documents, and clear communication skills. Comfortable working in a collaborative, data-driven environment while continually developing tax expertise.