Tax Preparer - Seasonal Part Time

Job Summary

Responsible for income tax preparation for individuals and businesses. Follows all tax laws and regulations while identifying potential tax credits and ensuring accurate, complete and timely returns. Provides outstanding customer service to all clients whether the interaction is face to face or virtual.

Primary Responsibilities

Prepare or assist in preparing individual and business tax returns with accuracy

Compute taxes owed following the tax code while obtaining the maximum tax benefit for clients

Uncover potential tax credits and deductions

Advise clients on tax planning

Review financial records and tax documents to ensure accurate entry

Interview clients to get a full understanding of any potential tax situations

Calculate and invoice clients for tax preparation in QuickBooks

Scan and save all supporting documents

Prepare tax returns using Drake Tax software