Tax Preparer

Job Overview:

The Tax Preparer will be responsible for assisting clients in preparing accurate tax returns, ensuring compliance with all federal, state, and local regulations. This role involves reviewing financial records, conducting interviews with clients, and applying tax law to ensure maximum refund or minimal tax liability. The ideal candidate should possess strong analytical skills, attention to detail, and a commitment to providing excellent customer service.

Key Responsibilities:

Prepare and file individual and business tax returns (Form 1040, Schedule C, etc.)

Review financial documents such as income statements, receipts, and previous tax returns

Conduct interviews with clients to gather detailed financial information

Ensure compliance with federal, state, and local tax regulations

Assist clients with tax planning to minimize tax liabilities and maximize refunds

Respond to IRS inquiries and handle client audits if necessary

Maintain up-to-date knowledge of tax law changes and new regulations

Provide guidance and advice on tax-related matters

Maintain accurate and organized client records

Collaborate with the team to provide seamless and comprehensive services

Qualifications:

Previous experience as a tax preparer (2+ years preferred)

Knowledge of federal, state, and local tax regulations

Proficiency in tax preparation software (e.g., TurboTax, QuickBooks, etc.)

Excellent customer service and communication skills

Ability to handle confidential and sensitive information with discretion

Strong attention to detail and accuracy

Ability to work independently and manage multiple clients simultaneously

Certification as an IRS-registered tax preparer (PTIN) is required

CPA or Enrolled Agent (EA) certification is a plus, but not mandatory

Benefits:

Competitive salary based on experience

Flexible working hours (seasonal availability may be required)

Apply here https://ivlv.me/otcSS