Tax Preparer

About the Role

The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

Responsibilities

• Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records, such as income statements and documentation of expenditures, to determine forms needed. Ensure compliance with federal, state, and local tax regulations.
• Customer Service: Address client concerns and questions promptly. Conduct client interviews to gather tax-related information. Explain tax return outcomes and provide tax planning advice.
• Compliance and Accuracy: Stay updated on tax laws and regulations through ongoing education. Ensure returns comply with relevant laws. Verify accuracy of data entered into tax software.
• Documentation and Recordkeeping: Maintain organized records of client interactions and tax returns. File required documents securely. Update client files and follow up on missing information.
• Training and Development: Participate in training and continuing education. Stay informed about tax law changes and software updates.
• Collaboration: Work with tax professionals and office staff for seamless workflow. Mentor and train junior staff. Assist in marketing execution.

Qualifications

• Strong knowledge of federal, state, and local tax laws.
• 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 PTIN or be eligible to receive.

Education and Experience

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

Physical Requirements

Position requires working 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, with no exposure to weather conditions. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

This is not an exhaustive list of responsibilities, skills, duties, or working conditions. Liberty Tax Service reserves the right to revise job functions or request additional tasks.