Tax Preparer

Wynen's; Chicago (IL); On-site; USD 42,000 - 68,000; Full time

Job summary

Wynen's in Chicago is seeking an In-Store Tax Associate to assist customers with tax preparation using TurboTax and QuickBooks, ensuring accurate federal and state returns for individuals and small businesses. You will review customer documents, identify deductions and credits, and explain tax results clearly.

The role emphasizes compliance with current tax regulations, data security, and confidentiality in a collaborative, on-site team environment supported by tech-enabled workflows.

Qualifications

• Review client tax documents and identify eligible deductions and credits.
• Explain tax results clearly and simply to customers.
• Ensure all returns comply with current tax regulations and data security standards.

Responsibilities

• Prepare federal and state tax returns using supported tools.
• Review financial documents for accuracy.
• Identify deductions and credits for individuals and small businesses.
• Communicate tax outcomes in clear, customer-friendly language.
• Ensure compliance with applicable tax laws and confidentiality standards.
• Maintain data security and privacy of client information.

Job description

In-Store Tax Associate

Provide customer support during tax preparation by using tax and bookkeeping tools (e.g., TurboTax and QuickBooks) to prepare accurate federal and state returns for individuals and small businesses. Review customer financial documents, identify eligible deductions and credits, and explain tax results clearly and simply. Ensure returns comply with current tax regulations and maintain strict confidentiality and data security. Work in an on-site, collaborative team environment using tech-enabled workflows to help customers file confidently.

Provide customer support during tax preparation by using tax and bookkeeping tools (e.g., TurboTax and QuickBooks) to prepare accurate federal and state returns for individuals and small businesses. Review customer financial documents, identify eligible deductions and credits, and explain tax results clearly and simply. Ensure returns comply with current tax regulations and maintain strict confidentiality and data security. Work in an on-site, collaborative team environment using tech-enabled workflows to help customers file confidently.

Key Duties

• Prepare federal and state tax returns using supported tools
• Review and analyze financial documents for accuracy
• Identify deductions and credits for individuals and small businesses
• Communicate tax outcomes in clear, customer-friendly language
• Ensure compliance with applicable tax laws and regulations
• Maintain strict data security and confidentiality standards