Tax Preparer

Liberty Tax•Clover, SC

1h•$15 - $18

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. This is a seasonal, non-exempt position in Managed Operations, reporting to the Office Supervisor, for a candidate pool in the Clover, South Carolina area.

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 which forms are needed.
Ensure compliance with federal, state, and local tax regulations.
Address client concerns and questions in a timely manner.
Interview clients to gather information about their tax situations.
Explain tax return outcomes and provide tax planning advice.
Stay current on tax laws and regulations through ongoing education and training.
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, keep client files up to date, 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.