Tax Preparer

Bluegrass Stream; Lake Forest (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

Bluegrass Stream LLC is seeking an in-store Tax Associate to assist customers with federal and state tax returns, offering clear explanations and friendly service. You will use tax software to prepare returns, review documents for accuracy, and identify deductions while maintaining confidentiality and regulatory compliance.

This on-site role emphasizes accuracy and customer communication in a storefront setting.

Qualifications

• Strong knowledge of federal and state tax concepts.
• Experience with tax preparation software.
• Detail-oriented with high accuracy.
• Excellent customer communication; explains tax topics clearly.
• Commitment to security and confidentiality.

Responsibilities

• Prepare returns for individuals and small businesses using tax software.
• Review financial documents for accuracy.
• Identify eligible deductions and credits.
• Explain tax results and next steps to customers.
• Ensure filings comply with current tax regulations.
• Maintain confidentiality and data security for customer information.

Skills

Tax concepts

Customer communication

Attention to detail

Confidentiality

Ethical data handling

Tools

TurboTax

QuickBooks

Job description

In-Store Tax Associate

Serve customers in a front-line role helping them understand and complete accurate federal and state tax returns.

Key Responsibilities

• Use tax and accounting tools (e.g., TurboTax and QuickBooks) to prepare returns for individuals and small businesses.
• Review financial documents to ensure correctness and completeness.
• Identify eligible deductions and credits to support optimal tax outcomes.
• Explain tax results and next steps in clear, simple terms.
• Ensure filings comply with current tax regulations.
• Maintain strict confidentiality and data security for customer information.

Qualifications & Skills

• Strong knowledge of federal and state tax concepts and compliance.
• Comfort working with tax preparation and accounting software.
• Detail-oriented review skills and strong accuracy focus.
• Excellent customer communication and ability to translate complex topics.
• Commitment to security, privacy, and ethical handling of sensitive data.