Summary
The Tax Preparer is responsible for preparing tax returns for individuals and businesses. The Tax Preparer will work with clients to gather financial information, prepare tax returns, and answer questions about the tax process.
Responsibilities
- Prepare tax returns for individuals and businesses. This includes gathering financial information from clients, preparing tax returns in accordance with tax laws and regulations, and answering questions about the tax process.
- Advise clients on tax-related matters. This includes providing guidance on tax-deductible expenses, tax credits and deductions, and tax planning strategies.
- Stay up-to-date on tax laws and regulations. This includes attending continuing education courses, reading tax publications, and staying informed of changes to the tax code.
- Maintain accurate and organized records. This includes maintaining client files, tracking deadlines, and ensuring that all tax returns are filed on time.
- Provide excellent customer service. This includes being responsive to client inquiries, providing clear and concise explanations, and resolving any problems that may arise.
- Other duties as assigned. This may include a variety of other tasks related to tax preparation, such as conducting research, preparing presentations, and providing support to other departments.
Qualifications
- Bachelor’s degree in accounting, taxation, or a related field.
- Experience in tax preparation.
- Strong understanding of tax laws and regulations.
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team.
- Ability to think critically and make sound financial decisions.
- Attention to detail and accuracy.