Tax Preparer Jobs

About The Position

Requirements

• PTIN certification is required.
• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Experience working in a fast-paced environment.
• Basic knowledge of computer functions.

Nice To Haves

• Sales and/or marketing experience.
• Bilingual candidates are highly encouraged to apply.

Responsibilities

• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns.
• Explain, prepare, and complete tax-related forms, including multiyear, multistate, and year-end forms.
• Complete e-filing, provide printed copies of returns for client review, and sign and e-file forms with the IRS and state agencies.
• Provide clients with IRS audit support.
• Complete tax forms in accordance with company policies and applicable legislation and regulations.
• Generate business growth, increase client retention, and offer additional products and services.
• Collect and process client payments and ensure timely deposits.
• Participate in marketing and business-generation efforts.
• Provide taxpayers with information and advice to support correct tax form completion.
• Answer client calls through the national call center routing system.
• Answer client questions and provide future tax planning.
• Resolve client complaints or refer situations to a supervisor as appropriate.
• Support office priorities through teamwork and collaboration.