Tax Preparer & Client Advisory Specialist

TSP talent; Cicero (IL); Presencial; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

TSP talent is seeking a Tax Preparer & Tax Support Specialist to prepare accurate tax returns for in-person clients and offer personalized tax guidance. The role includes handling TurboTax questions, troubleshooting issues, and assisting with tax planning to help clients improve financial outcomes.

The position emphasizes building local relationships and delivering clear, client-focused service to ensure confident filings. In-person support and community outreach are key elements of the role.

Formación

• Strong knowledge of tax preparation concepts and filing requirements.
• Ability to interpret client tax situations and translate them into actionable recommendations.
• Excellent communication skills and customer-focused service.
• Comfort using tax software and providing technical product support.

Responsabilidades

• Prepare and review tax returns with attention to accuracy and compliance.
• Provide individualized tax advice, planning, and calculations based on client needs.
• Assist customers with tax questions and explain options clearly.
• Provide support for TurboTax product usage, including issue resolution and step-by-step guidance.
• Build local client relationships through community outreach and marketing.

Conocimientos

Tax knowledge

Customer service

Communication skills

Attention to detail

Herramientas

TurboTax

Tax software

Descripción del empleo

TSP talent is seeking a Tax Preparer & Tax Support Specialist to prepare accurate tax returns for in-person clients and offer personalized tax guidance. The role includes handling TurboTax questions, troubleshooting issues, and assisting with tax planning to help clients improve financial outcomes.

The position emphasizes building local relationships and delivering clear, client-focused service to ensure confident filings. In-person support and community outreach are key elements of the role.