Tax Accountant

Tax Accountant – Retail Location

Chicago, Illinois | Full-time | On-site

A leading tax and financial services organisation is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support services from a retail location. The role combines technical tax expertise with customer relationship management and local community engagement.

Key Responsibilities

• Prepare federal and state individual tax returns, ranging from straightforward filings to more complex situations involving business income, investments, deductions and amendments.
• Provide personalised tax advice and identify opportunities to optimise deductions, reduce tax liabilities and maximise refunds.
• Conduct client discovery sessions and tax reviews, including guidance on future tax planning.
• Use professional tax software, government resources and internal expertise to deliver accurate tax solutions.
• Build and maintain long-term client relationships through a professional, approachable and customer-focused service.
• Support local customer acquisition through community outreach, lead engagement and marketing activities.
• Represent the organisation within the local community and participate in initiatives that make tax services more accessible.
• Assist customers both in person and through video-based consultations.
• Maintain a local and online presence by creating accessible tax-related content and educational resources.
• Use CRM and other technology tools to manage customer relationships and service delivery.

Requirements

• Active, unrestricted EA, CPA or attorney licence preferred.
• Active Preparer Tax Identification Number (PTIN).
• Minimum 3 years of paid experience preparing at least 30 federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Strong knowledge of applicable tax laws and familiarity with IRS Circular 230.
• Experience providing tax advisory services beyond basic tax filing is an advantage.
• Must hold or be able to obtain any required state licences, certificates, permits or bonds.
• Strong customer service, communication and relationship-building skills.
• High level of professionalism and empathy when working with customers.
• Entrepreneurial and self-driven approach to developing a client portfolio.
• Comfortable working with tax software, CRM systems and other technology.
• Ability to work independently in a fast-paced, customer-facing environment.
• Bilingual English/Spanish communication skills are an advantage.
• Must reside in the United States.

Working Hours

• On-site retail environment.
• Minimum 20 hours per week
• Schedule may include any day from Sunday through Saturday.
• Operating hours may increase during periods of peak customer demand.

Compensation & Benefits

• Illinois pay range: $31–$34.50 per hour.
• Eligible for cash bonus and equity rewards.
• 401(k) with company matching.
• Paid sick time.
• Employee Stock Purchase Plan.
• Errors & Omissions insurance.
• Employee Assistance Program.
• Product discounts.
• Professional development and marketing support.