Tax Preparer Job Description
Summary
Responsible for income tax preparation for individuals and small businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Complete tax forms
in accordance with policies and in compliance with legislation and regulations.
Primary responsibilities
Requirements
Laptop
Reliable Transportation
Must be dependable
Professional demeanor & Attire
Minimum 2 years experience
Proof of current CE requirements
Current PTIN
State TPIN (Tax Professional Identification Number - where applicable)
E&O Insurance (recommended)
*Bachelor's degree preferred (but not required)
Fax Completed Application to (844) 279-9338 Attn: Administrative Dept. or Email to: [email protected] for immediate consideration.
Summary
Responsible for income tax preparation for individuals and small businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Complete tax forms
in accordance with policies and in compliance with legislation and regulations.
Primary responsibilities
- Compute taxes owed by following tax code.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
- Uncover potential deductions and credits.
- Advise against potential tax liabilities.
- Ensure clients do not pay unnecessary taxes.
- Review financial records such as income statements and documentation of expenditures.
- Interview clients to get a thorough picture of financial situation.
- Verify totals on past forms for accuracy.
- Calculate and invoice for form preparation fees.
- Consult tax law handbooks for especially difficult tax returns.
- Resolve customer complaints.
- Recommend additional products and services.
- Prepare tax returns using electronic filing software.
- Ensure a copy of the completed return is provided to the customer.
Requirements
Laptop
Reliable Transportation
Must be dependable
Professional demeanor & Attire
Minimum 2 years experience
Proof of current CE requirements
Current PTIN
State TPIN (Tax Professional Identification Number - where applicable)
E&O Insurance (recommended)
*Bachelor's degree preferred (but not required)
Fax Completed Application to (844) 279-9338 Attn: Administrative Dept. or Email to: [email protected] for immediate consideration.