Tax Preparer (Virtual)

Coulter Services; Oak Park (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Coulter Services is seeking a Tax Expert to provide trusted tax guidance using data-driven, cloud-based tools. You will analyze individual and small business tax situations, prepare and review returns, and resolve complex tax questions through virtual channels.

Join an collaborative team delivering accurate, timely tax solutions and ongoing client support through digital conversations and written guidance. Prior IRS knowledge and strong analytical skills are essential.

Qualifications

• Proficient in IRS rules for individuals and small businesses.
• Able to analyze complex tax scenarios and provide clear guidance.
• Experience with cloud-based tax tools and data-driven workflows.
• Strong communication for virtual support.

Responsibilities

• Apply IRS regulations to advise customers and ensure accurate outcomes
• Prepare and review individual and small business returns
• Investigate and resolve complex tax issues using available tools and data
• Deliver guidance through virtual support and customer interactions
• Collaborate with a diverse team and support product improvements

Skills

Tax knowledge

Analytical thinking

Cloud-based tools

Virtual support

Continuous learning

Tools

Tax software

Job description

Tax Expert

provides trusted tax guidance to customers using data-driven, cloud-based tools. You will analyze individual and small business tax situations, prepare and review tax returns, and resolve complex tax questions through virtual support channels.

Key Responsibilities

• Apply up-to-date IRS regulations to advise customers and support accurate outcomes
• Prepare and review individual and small business returns
• Investigate and resolve complex tax issues using available tools and data
• Deliver guidance through virtual support and customer interactions
• Collaborate with an inclusive team, share insights, and support product improvements

Qualifications & Skills

• Strong tax knowledge of IRS rules and individual/small business tax concepts
• Ability to analyze complex scenarios and provide clear, accurate guidance
• Proficiency with cloud-based, data-driven tax tools
• Excellent virtual customer support and communication skills
• Continuous learning mindset and collaborative problem-solving