Tax Preparer Job Description

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Tax Preparer Job Description

Job Title: Tax Preparer

 

Location: [Insert Location]

 

Job Type: Full-time/Part-time

 

Reports to: [Insert Tax Manager]

 

Salary: [Insert Salary Range]

 

Job Overview:

The Tax Preparer will be responsible for preparing and filing tax returns for individuals and businesses. This position will work closely with clients to gather information, perform tax research, and ensure compliance with all applicable tax laws and regulations. The Tax Preparer will also provide excellent customer service to clients and assist with other tax-related projects as needed.

 

Responsibilities:

• Prepare and file federal, state, and local tax returns for individuals and businesses

• Work closely with clients to gather necessary information and documentation for tax preparation

• Perform tax research to ensure compliance with all applicable tax laws and regulations

• Provide excellent customer service to clients, including answering tax-related questions and resolving issues

• Review and analyze financial statements and other relevant financial information

• Identify potential tax credits and deductions to minimize clients' tax liabilities

• Assist with tax planning and other tax-related projects as needed

• Stay up-to-date on changes in tax laws and regulations

• Maintain accurate and organized client files and records

• Collaborate with other tax professionals and team members to ensure timely and accurate completion of tax returns

 

Requirements:

• Bachelor's degree in accounting, finance, or a related field

• Minimum of 2-3 years of experience in tax preparation or a related field

• Excellent attention to detail and organizational skills

• Strong analytical and problem-solving skills

• Ability to work independently and in a team environment

• Excellent communication and interpersonal skills

• Proficiency in tax preparation software, such as Lacerte or Drake, and Microsoft Office, especially Excel

• Knowledge of tax laws and regulations, including federal and state tax codes

• Ability to maintain confidentiality and handle sensitive information

• CPA or Enrolled Agent certification is preferred, but not required