Job Description

Tax Preparer job description

This Tax Preparer job description template includes the list of most important Tax Preparer ‘s duties and responsibilities. It is customizable and ready to post to job boards. Use it to save time, attract qualified candidates and hire best employees.

Tax Preparer job profile

Tax Preparer is a professional who prepares tax returns for individuals and businesses. Tax Preparers are responsible for ensuring that tax forms are filled out accurately and submitted on time. They must be knowledgeable about tax laws and regulations, and be able to communicate effectively with clients to gather necessary information. Tax Preparers must also be detail-oriented and have strong analytical skills. This is a mid-level position. Tax Preparers work independently or as part of a team, and may supervise lower-level staff. To attract the best candidate for the role, it is important to write a clear and comprehensive Tax Preparer job description.

Tax Preparer job description

We are looking for a detail-oriented Tax Preparer who will be responsible for accurately preparing and filing tax returns for our clients. In this position, you will need to have a strong understanding of tax laws and regulations and be able to communicate effectively with clients to gather necessary information. Your ability to work efficiently and effectively in a fast-paced environment will be crucial to your success as a Tax Preparer.

Tax Preparer duties and responsibilities

  • Prepare and file federal and state income tax returns for individuals and businesses.
  • Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
  • Advise clients on tax issues, such as tax planning and potential tax liabilities.
  • Ensure compliance with tax laws and regulations.
  • Resolve client tax issues and respond to tax authority inquiries.
  • Maintain accurate and complete records of tax returns prepared and taxes owed.
  • Stay up-to-date on changes in tax laws and regulations.
  • Communicate with clients, tax authorities, and other professionals in a clear and professional manner.

Tax Preparer requirements and qualifications

  • Bachelor’s degree in Accounting or related field
  • Minimum of 2 years of experience in tax preparation
  • Strong understanding of tax law and regulations
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
  • Experience with tax preparation software such as TurboTax or H&R Block
  • Attention to detail and accuracy in work
  • Ability to analyze and interpret financial data
  • Strong organizational and time management skills
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