Overview
This seasonal Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, delivering exceptional customer service, and staying current with tax regulations and laws. The position supports clients in achieving financial success while maintaining compliance.
Responsibilities
Tax Preparation
- Prepare individual and small business tax returns accurately and efficiently.
- Review financial records (e.g., income statements and documentation of expenditures) to determine required forms.
- Ensure compliance with federal, state, and local tax regulations.
Customer Service
- Provide timely, high-quality customer service by addressing client concerns and questions.
- Conduct client interviews to gather necessary tax information.
- Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy
- Stay updated on current tax laws and regulations through ongoing education and training.
- Ensure all returns are prepared in compliance with applicable laws and regulations.
- Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping
- Maintain organized, accurate records of client interactions and tax returns.
- Ensure required documents are filed correctly and securely.
- Keep client files up to date and follow up on missing information.
Training and Development
- Participate in training and continuing education to maintain professional credentials.
- Stay informed about changes in tax laws and software updates.
Collaboration
- Work with other tax professionals and office staff to support a seamless workflow.
- Assist with mentoring and training junior staff as needed.
- Assist in marketing execution.
Requirements
- 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 strong organizational skills.
- Strong analytical and problem-solving abilities.
- Superior communication skills (verbal and written).
- Ability to work independently and manage multiple priorities.
- Must have PTIN or be eligible to receive.
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
- Work is primarily desk-based.
- Some overtime and weekend work may be required, especially during tax season.
Work Environment
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- During performance of job duties, the employee is not exposed to weather conditions.
Compensation & Benefits
- Seasonal position; FLSA status: Non-Exempt.
Equal Opportunity
- Equal opportunity employer.
Additional Information
- This job description is not necessarily exhaustive and may be revised to reflect changing needs, including requests to perform additional tasks.