Tax Preparer

Liberty Tax•Fort Mill, SC

8h•$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 position supports clients in achieving financial success and tax compliance. It is a seasonal, non-exempt role in the Managed Operations department, based in the Fort Mill, South Carolina area, and reports to the Office Supervisor.

Requirements

Strong knowledge of federal, state, and local tax laws and regulations.
Proficiency with 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 degree in accounting, finance, or a related field, or equivalent experience.
Minimum of 1–3 years of tax-preparation experience.

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 for tax returns.
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 education and training.
Verify the accuracy of information entered into tax software.
Maintain organized, accurate records of client interactions and tax returns.
File required documents correctly and securely, keep client files current, 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 with mentoring and training junior staff members as needed.
Assist in marketing execution.