Retail Tax Consultant

Wynen's; Lake Forest (IL); On-site; USD 28,000 - 41,000; Full time

Job summary

Wynen's in Lake Forest is seeking an in-person tax professional to prepare federal, state and local tax returns and provide tax advice, planning and calculations using TurboTax products. You will guide clients to identify eligible deductions and credits, recommend strategies to reduce liabilities and maximize refunds, and support customers with TurboTax questions.

Additionally, you will build and maintain relationships with local clients through outreach and community marketing, delivering a

Qualifications

• Strong understanding of tax concepts and return preparation.
• Ability to translate tax information into clear, actionable advice.
• Accuracy and attention to detail in calculations and documentation.
• Excellent customer service and communication skills.
• Comfort using tax preparation software and supporting customers.
• Proactive approach to community engagement and client relationship building.

Responsibilities

• Prepare accurate federal, state, and local tax returns for customers.
• Provide guidance to help clients identify eligible deductions and credits.
• Recommend strategies to reduce tax liabilities and maximize refunds.
• Support customers with TurboTax product questions and troubleshooting.
• Build and maintain relationships with local clients through outreach and community marketing.
• Deliver a positive customer experience at a retail or flagship location.

Skills

Tax concepts

Clear advice

Accuracy & detail

Customer service

Tax software familiarity

Community engagement

Tools

TurboTax

Job description

Provide in-person tax preparation and tax advice, including planning, calculations, and assistance using TurboTax products.

Key duties

• Prepare accurate federal, state, and local tax returns for customers.
• Provide guidance to help clients identify eligible deductions and credits.
• Recommend strategies to reduce tax liabilities and maximize refunds.
• Support customers with TurboTax product questions and troubleshooting.
• Build and maintain relationships with local clients through outreach and community marketing.
• Deliver a positive customer experience at a retail or flagship location.

Qualifications & Skills

• Strong understanding of tax concepts and return preparation.
• Ability to translate tax information into clear, actionable advice.
• Accuracy and attention to detail in calculations and documentation.
• Excellent customer service and communication skills.
• Comfort using tax preparation software and supporting customers.
• Proactive approach to community engagement and client relationship building.