Tax Preparation Specialist
1 week ago
We are seeking a skilled Tax Preparer to join our team at Liberty Tax Service. As a key member of our tax preparation team, you will play a critical role in helping clients achieve financial success and compliance.
Estimated Salary: $18/hour + end-of-season bonus
Responsibilities
Tax Preparation:
- Prepare accurate and efficient individual and small business tax returns.
- Review financial records to determine necessary forms for tax returns.
- E nsure compliance with federal, state, and local tax regulations.
Customer Service:
- Provide exceptional 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.
Qualifications:
- 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.
- Must have an IRS preparer tax identification number (PTIN) or be eligible to apply/renew.
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