Customer Service
3 days ago
Job Summary
This is an opportunity to become a Tax Preparer. We offer training to become a tax preparer no experience required.
Hourly Pay: 18/hr + season end bonus.
Responsibilities/Duties
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.
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