Tax Preparer

Overview

This seasonal Tax Preparer position involves preparing accurate tax returns for individuals and small businesses while providing excellent customer service. The role requires staying current with tax regulations and laws to ensure compliance and assist clients in achieving financial success.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records such as income statements and expenditure documentation to determine necessary tax forms.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns and questions promptly.
• Conduct client interviews to gather information about their tax situations.
• Explain tax return outcomes and offer tax planning advice.
• Stay updated on current tax laws and regulations through ongoing education and training.
• Verify the accuracy of data entered into tax preparation software.
• Maintain organized and accurate records of client interactions and tax returns.
• Ensure all required documents are filed correctly and securely.
• Follow up on missing client information to keep files up to date.
• Participate in training sessions and continuing education to maintain professional credentials.
• Collaborate with other tax professionals and office staff to ensure smooth workflow.
• Assist in mentoring and training junior staff members as needed.
• Support marketing execution efforts.

Qualifications

• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior verbal and written communication skills.
• Ability to work independently and manage multiple priorities.
• Must have a valid PTIN or be eligible to receive one.

Education and Experience

• Associate’s degree in accounting, finance, or a related field, or equivalent experience.
• Minimum of 1-3 years of experience in tax preparation.

Physical Requirements

• Ability to work at a desk for extended periods.
• Some overtime and weekend work may be required, especially during tax season.

Work Environment

• The role is performed indoors without exposure to weather conditions.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Employment Details

• Department: Managed Operations
• Reports to: Office Supervisor
• Status: Seasonal
• FLSA Status: Non-Exempt

The employer reserves the right to revise job functions and duties as needed. This job description is not exhaustive and may be updated to reflect changes in responsibilities or requirements.

The organization is an equal opportunity employer.