Tax Preparer

Experienced Tax Professional responsible for accurate, compliant tax preparation and exceptional client service.

Responsibilities

• Prepare federal and state tax returns for individuals and small businesses.
• Review and analyze client documents to identify eligible deductions and credits.
• Conduct thorough client interviews to gather required information.
• Advise clients on tax implications and basic financial decisions.
• Maintain secure, accurate client records and ensure data privacy.
• Use tax preparation software and digital tools to complete returns.
• Provide guidance that supports integrity, compliance, and client trust.

Qualifications

• Strong knowledge of federal and state tax rules, forms, and compliance requirements.
• Ability to interpret financial documents and apply deductions/credits appropriately.
• Excellent client communication and interviewing skills.
• High attention to detail with a commitment to accuracy and integrity.
• Comfort using tax software and digital systems.