Tax Associate: Accurate Returns & Client Guidance

Wynen's; Sun City (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Wynen's is seeking a Tax Associate to prepare accurate, compliant tax returns for individuals and small businesses. You will review client documents, file forms, and use professional tax tools to satisfy IRS and state requirements.

You will explain results and options to clients, identify tax-saving opportunities, and collaborate with the office team to ensure consistent, high-quality service.

Qualifications

• Strong knowledge of tax preparation principles and compliance requirements.
• Detail-oriented document review and accurate data entry.
• Clear communication for client guidance and tax explanations.
• Ability to use tax preparation tools and follow established procedures.
• Commitment to client service and ethical, compliant work.

Responsibilities

• Prepare and file individual and small-business tax returns.
• Review client financial information for accuracy and completeness.
• Explain tax results, filing requirements, and available options to clients.
• Identify potential tax-saving opportunities through appropriate analysis.
• Maintain compliance with federal and state tax rules and internal processes.
• Collaborate with the office team to deliver consistent client service.

Skills

Tax knowledge

Data accuracy

Client communication

Tax software

Ethical compliance

Tools

Tax software

Job description

Wynen's is seeking a Tax Associate to prepare accurate, compliant tax returns for individuals and small businesses. You will review client documents, file forms, and use professional tax tools to satisfy IRS and state requirements.

You will explain results and options to clients, identify tax-saving opportunities, and collaborate with the office team to ensure consistent, high-quality service.