Experienced Tax Preparer (FULL-TIME)

Our tax services firm is looking for a detail-oriented Tax Preparer to join our growing team. The successful candidate must be able to pass our company’s free tax preparation course. The Tax Preparer will be responsible for communicating with clients about the tax preparation process, setting appointments, and assisting with tax preparation and filing. Our company handles Corporate and individual tax returns using tax return preparation software. If you have experience with Tax Preparation, please contact us TODAY!

Tax Preparer responsibilities and duties:

1. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
2. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
3. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
4. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
5. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
6. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
7. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
8. Calculate form preparation fees according to return complexity and processing time required.
9. Answer questions and provide future tax planning to clients.
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11. Correspond with customers to answer questions or resolve complaints.
12. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
13. Explain federal and state tax laws to individuals and companies.
14. Explain regulations, policies, or procedures.
15. Advise clients in the tax preparation process and prepare and file tax document.
16. Take incoming calls from clients to answer tax questions and set up tax preparation appointment.
17. Ensure the confidentiality of each client by following all company procedures regarding information handling.
18. Grow the business by promoting our services and expanding our client base
19. Attend to the needs of clients to inspire them to refer the service and come back the following year

Tax Preparer skills:

1. Bachelor’s Degree in Accounting or Finance required
2. Experience completing complex returns.
3. Excellent customer service skills
4. Strong written and verbal communication skills
5. Impeccable mathematics skills
6. Must be able to complete our free tax preparation course
7. Knowledge of Microsoft Word and Excel programs required


Who we are looking for:

This is a Full-Time Position. This is home-based, so a high-speed DSL or fiber internet is required with a minimum of 3MBPs. We offer competitive rates for qualified candidates.

If you are interested please take DISC test, send your updated resume with cover letter. Please send it to Upgrade to see actual info with the subject line “TAX PROS”. Applications without this heading/subject line will be ignored due to a high volume of applicants.


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