Tax Preparer Jobs

About The Position

Requirements

• At least 2 seasons of professional tax preparation experience.
• Experience preparing individual Form 1040 federal and state income tax returns.
• Strong client interviewing and customer-service skills.
• Good computer skills and experience using professional tax preparation software.
• Strong attention to detail and accuracy.
• Ability to work independently.
• Ability to obtain and maintain a valid PTIN.
• Willingness to stay current with changes in federal and state tax law.

Nice To Haves

• Experience with Schedule C or self-employment.
• Experience with Schedule E or rental properties.
• Experience with investments and capital gains.
• Experience with retirement income.
• Experience with multi-state returns.
• Experience with amended returns.
• Experience with IRS and state tax notices.
• EA, AFSP, CPA, or other professional tax credentials.

Responsibilities

• Prepare accurate federal and state individual income tax returns.
• Conduct one-on-one client tax interviews.
• Review client documentation for completeness and accuracy.
• Identify applicable deductions, credits, and other tax considerations.
• Explain tax returns and results to clients in clear, understandable terms.
• Provide professional and friendly client service.
• Complete returns accurately and efficiently during a fast-paced tax season.
• Follow IRS due-diligence, documentation, and company procedures.
• Recognize complex tax situations and seek additional review when appropriate.

Benefits

• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Continuing tax education and training
• Opportunity to return for future tax seasons
• Opportunities for additional hours based on availability and business needs