Tax Preparer
About The Position
The Tax Preparer prepares accurate tax returns for individuals and small businesses, provides customer service, and stays current with tax regulations and laws. The role helps clients achieve financial success and compliance. It is a seasonal, non-exempt position in Managed Operations, creating a candidate pool in the Chester, SC area, and reports to the Office Supervisor. The position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. The employee is not exposed to weather conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- 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 verbal and written communication skills.
- Ability to work independently and manage multiple priorities.
- Must have a PTIN or be eligible to receive one.
- Associate’s degree in accounting, finance, or a related field, or equivalent experience.
- Minimum of 1–3 years of experience in tax preparation.
Responsibilities
- Prepare individual and small-business tax returns accurately and efficiently.
- Review financial records, including income statements and expenditure documentation, to determine the forms needed to prepare tax returns.
- Ensure compliance with federal, state, and local tax regulations.
- Address client concerns and questions in a timely manner.
- Conduct client interviews to gather information about clients’ tax situations.
- Explain tax return outcomes and provide tax planning advice.
- Stay updated on tax laws and regulations through ongoing education and training.
- Ensure returns comply with relevant laws and regulations and verify the accuracy of data entered into tax software.
- Maintain organized and accurate records of client interactions and tax returns.
- File required documents correctly and securely, maintain up-to-date client files, and follow up on missing information.
- Participate in training and continuing education to maintain professional credentials and stay informed about tax-law and software updates.
- Collaborate with tax professionals and office staff to support a seamless workflow.
- Assist in mentoring and training junior staff members as needed.
- Assist with marketing execution.
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What This Job Offers
Career Level
Entry Level
Education Level
Associate degree
