Tax Preparer

Liberty Tax-posted 5 days ago
Entry Level
Appleton, WI
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Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

  • 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.
  • 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.
  • 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.
  • 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.
  • Participate in training sessions and continuing education to maintain professional credentials.
  • Stay informed about changes in tax laws and software updates.
  • Work closely with other tax professionals and office staff to ensure a seamless workflow.
  • Assist in mentoring and training junior staff members as needed.
  • Assist in marketing execution
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • Excellent attention to detail and organizational skills.
  • Strong analytical and problem-solving abilities.
  • Superior communication skills, both verbal and written.
  • Ability to work independently and manage multiple priorities.
  • Must have PTIN or eligible to receive.
  • Associates degree in accounting, finance, or a related field; or equivalent experience.
  • Minimum of 1-3 years of experience in tax preparation.
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