Tax Preparer

Coulter Services; Hoffman Estates (IL); On-site; USD 30,000 - 42,000; Full time

Job summary

Coulter Services in Hoffman Estates, IL is seeking an In-store Tax Associate to prepare federal and state tax returns for individuals and small businesses. You will review financial documents, identify deductions and credits, and ensure compliance with current tax regulations while explaining results in clear terms to customers.

Utilize TurboTax and QuickBooks to support tax preparation, maintain data security, and deliver accurate service.

Qualifications

• Strong knowledge of tax preparation and current federal/state requirements
• Proficiency with tax preparation and accounting tools (TurboTax, QuickBooks)
• Detail-oriented review and accuracy mindset
• Excellent customer communication and the ability to simplify complex topics
• Commitment to data privacy, security, and professional standards

Responsibilities

• Prepare and review federal and state tax returns for individuals and small businesses
• Analyze financial documents to identify deductions, credits, and relevant tax information
• Communicate tax outcomes clearly and accurately
• Maintain compliance with applicable tax laws and regulations
• Follow strict data security and confidentiality practices

Skills

Tax knowledge

Customer communication

Attention to detail

Data security consciousness

Tools

TurboTax

QuickBooks

Job description

In-store Tax Associate

Provide customer-focused tax preparation support using tax tools such as TurboTax and QuickBooks. Prepare accurate federal and state individual and small business returns by reviewing financial documents, identifying eligible deductions and credits, and ensuring compliance with current tax regulations. Explain tax results and next steps in clear, simple language to help customers make confident decisions.

• Prepare and review federal and state tax returns for individuals and small businesses
• Analyze financial documents to identify deductions, credits, and relevant tax information
• Communicate tax outcomes clearly and accurately
• Maintain compliance with applicable tax laws and regulations
• Follow strict data security and confidentiality practices

In-store Tax Associate

Provide customer-focused tax preparation support using tax tools such as TurboTax and QuickBooks. Prepare accurate federal and state individual and small business returns by reviewing financial documents, identifying eligible deductions and credits, and ensuring compliance with current tax regulations. Explain tax results and next steps in clear, simple language to help customers make confident decisions.

Key duties

• Prepare and review federal and state tax returns for individuals and small businesses
• Analyze financial documents to identify deductions, credits, and relevant tax information
• Communicate tax outcomes clearly and accurately
• Maintain compliance with applicable tax laws and regulations
• Follow strict data security and confidentiality practices

Qualifications & Skills

• Strong knowledge of tax preparation and current federal/state requirements
• Proficiency with tax preparation and accounting tools (e.g., TurboTax, QuickBooks)
• Detail-oriented review and accuracy mindset
• Excellent customer communication and the ability to simplify complex topics
• Commitment to data privacy, security, and professional standards