Tax Professional

2 months ago

Silverdale, Washington, United States Liberty Tax Service Full time

Job Title: Tax Preparer

Job Summary:

We are seeking a highly skilled Tax Preparer to join our team at Liberty Tax Service. As a Tax Preparer, you will play a critical role in helping clients achieve financial success and compliance by preparing accurate tax returns for individuals and small businesses.

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 to prepare tax returns.
    • Ensure compliance with federal, state, and local tax regulations.
  • Customer Service:
    • Provide outstanding customer service by addressing client concerns and questions in a timely manner.
    • Conduct client interviews to gather information about their tax situation.
    • 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 relevant laws and regulations.
    • Verify the accuracy of data entered into tax software.
  • Documentation and Recordkeeping:
    • Maintain organized and accurate records of all client interactions and tax returns.
    • Ensure all required documents are filed correctly and securely.
    • Keep up to date with client files and follow up on missing information.
  • Training and Development:
    • Participate in training sessions and continuing education to maintain professional credentials.
    • Stay informed about changes in tax laws and software updates.
  • Collaboration:
    • Work closely with other tax professionals and office staff to ensure a seamless workflow.
    • Assist in mentoring and training junior staff members as needed.

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 organizational skills.
  • Strong analytical and problem-solving abilities.
  • Superior communication skills, both verbal and written.
  • Ability to work independently and manage multiple priorities.

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.

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