Seasonal Tax Preparer
4 weeks ago
Role and Responsibilities
The entry-level tax preparer qualifications require a friendly and confident personality, a smart appearance, well-spoken and good written communication skills. The ability to stay calm under pressure, the ability to be polite but firm when dealing with difficult, impatient or upset people, and good organizational skills. A responsible, reliable, hard worker who takes initiative to improve the outcome of the organization.
The daily tasks will involve:
- Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.
- Interview clients to gain a full picture of their financial situation.
- Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consults tax law reference materials to determine procedures for preparation of atypical returns.
- Answers questions and provide future tax planning to clients.
- Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.
- Provide a copy of completed returns to taxpayer(s).
- Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
- Audits all tax return forms for accuracy and completeness (i.e., client signatures).
- Other duties as assigned.
Qualifications and Education Requirements
High School Diploma or equivalent. PTIN. AFSP REQUIRED. Renewed 18 IRS CE's. Course of study in a tax or accounting preparation school. Basic IT skills are required involving use of Windows 7/8/10, Microsoft Word, Excel, Power Point. Proficient in OltPro, File Center, IRS site. Must have IRS Certification, Continuing Education course and PTIN proof of completion/renewal. Accounting, Corporate Finance, Reporting Skills, Attention to Detail, Deadline-Oriented, Reporting Research Results, SFAS Rules, Confidentiality, Time Management, Data Entry Management, General Math Skills.
Preferred Skills
Associate’s Degree in Office Management. Bilingual in English and Spanish. Proficient in OltPro, File Center, Xero, and Receipt Bank software. One year experience is preferred.
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