Tax Preparers

2 weeks ago


South Milwaukee WI United States DBHW Wealth Partners Full time

Job Summary:

The Tax Preparer will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.

Responsibilities:

· Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.

· Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.

· Reviews all supplied financial information for accuracy.

· Uses the appropriate accounting software or system to prepare tax returns.

· Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.

· Submits tax returns to accountant for review.

· Presents approved returns to clients.

· Files tax returns for clients.

· Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses. 

· Performs other related duties as assigned. 

Education and Experience:

· High school diploma or equivalent with some training in bookkeeping and accounting required;

· Associate’s degree or tax preparation training highly preferred - EA is an extreme plus.


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