Tax Pro: Client Advisor & Returns Specialist

RG&T Solutions; Oak Brook (IL); On-site; USD 38,000 - 58,000; Full time

Job summary

RG&T Solutions is seeking a Tax Support & Client Advisor to assist in-person customers with accurate tax returns and tax planning guidance. The role covers federal, state, and local tax needs, including support for TurboTax product use.

You will help clients identify deductions, minimize liabilities, and maximize refunds while ensuring compliance and quality. Strong customer service and clear communication are essential.

Qualifications

• Strong knowledge of tax preparation and tax concepts.
• Accuracy, attention to detail, and sound judgment.
• Excellent customer service and communication skills.
• Ability to explain deductions and tax strategies clearly.
• Comfort using tax software and providing product support.
• Community-oriented mindset with relationship-building skills.

Responsibilities

• Prepare and review federal, state, and local tax returns as needed
• Answer tax questions and offer practical tax advice and planning
• Perform calculations and verify accuracy and completeness of information
• Support customers with TurboTax product guidance
• Provide a high-quality client experience and maintain trust through clear communication
• Build relationships with local clients through outreach and community marketing

Skills

Tax knowledge

Attention to detail

Customer service

Communication

Tax software

Relationship-building

Job description

RG&T Solutions is seeking a Tax Support & Client Advisor to assist in-person customers with accurate tax returns and tax planning guidance. The role covers federal, state, and local tax needs, including support for TurboTax product use.

You will help clients identify deductions, minimize liabilities, and maximize refunds while ensuring compliance and quality. Strong customer service and clear communication are essential.