Tax Preparer (Job or Internship)

Tax Preparation:

• Prepare individual and small business tax returns accurately and efficiently
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.

Customer Service:

• Provide outstanding customer service by addressing client concerns and questions in a timely manner.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and provide tax planning advice.

Compliance and Accuracy:

• Stay updated on current tax laws and regulations through ongoing education and training.
• Ensure all returns are prepared in compliance with relevant laws and regulations.
• Verify the accuracy of data entered into tax software.

Documentation and Recordkeeping:

• Maintain organized and accurate records of all client interactions and tax returns.
• Ensure all required documents are filed correctly and securely.
• Keep up to date with client files and follow up on missing information.

Training and Development:

• Participate in training sessions and continuing education to maintain professional credentials
• Learn tax preparation software
• Learn basic tax preparation knowledge (via tax class)
• Stay informed about changes in tax laws and software updates.

Collaboration:

• Work closely with other tax professionals and office staff to ensure a seamless workflow.
• Assist in mentoring and training junior staff members as needed.

Qualifications

• Proficiency  Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities. 
• Must be eligible to apply for or currently have an IRS preparer tax identification number (PTIN) {ability to renew PTIN}