Financial Document Preparer

2 weeks ago


Middletown, Connecticut, United States Liberty Tax Service Full time
Role Summary

The Tax Professional role at Liberty Tax Service involves preparing individual tax returns for clients while providing exceptional customer service. This position requires strong communication skills, attention to detail, and the ability to work independently.

Key Responsibilities:

  • Conduct in-depth interviews with clients to gather necessary information for tax returns
  • Prepare individual tax returns using tax preparation software
  • Establish rapport with clients to build working relationships and increase retention

Requirements:

  • 1+ years of experience in tax preparation or a related field
  • Excellent interpersonal and customer service skills
  • Ability to communicate in a professional manner
  • Computer literate and proficient in tax preparation software

Benefits and Salary:

  • Estimated salary: $50,000 - $70,000 per year
  • Ongoing training and development opportunities
  • Flexible scheduling to accommodate client needs

Our Company Culture:

Liberty Tax Service values diversity, inclusion, and teamwork. We strive to create a positive and supportive work environment where employees can grow and develop their skills.

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