Job Brief
As an Income Tax Preparer, you will be responsible for preparing accurate and timely tax returns for individuals and small businesses. This role requires a comprehensive understanding of tax regulations and the ability to apply tax law effectively. The ideal candidate should possess strong analytical skills, attention to detail, and excellent communication abilities to guide clients through the tax preparation process. Prior experience in tax preparation or a related field is essential, along with knowledge of tax preparation software.
Responsibilities
- Prepare and file individual and small business tax returns in compliance with federal, state, and local regulations.
- Analyze financial records and documents to determine applicable deductions and credits.
- Provide tax planning advice and strategies to optimize clients’ tax situations.
- Assist clients in understanding their tax obligations and answer any inquiries regarding their tax returns.
- Maintain up-to-date knowledge of tax law changes and regulations to ensure compliance.
- Review and verify tax returns prepared by junior staff members, ensuring accuracy and completeness.
- Utilize tax preparation software to streamline the tax filing process and enhance efficiency.
- Communicate effectively with clients via phone, email, or in-person consultations.
Requirements
- Proven experience as an Income Tax Preparer or in a similar role, with a focus on individual and small business tax preparation.
- Strong understanding of tax laws, regulations, and filing procedures.
- Proficiency in using tax preparation software (e.g., TurboTax, H&R Block, Drake Tax).
- Excellent analytical and problem-solving skills.
- Detail-oriented with strong organizational abilities to manage multiple clients and deadlines.
- Effective communication skills, both verbal and written, to interact with clients and explain tax concepts.
- Relevant certifications (e.g., IRS Annual Filing Season Program, Enrolled Agent) preferred but not mandatory.
- High level of integrity and confidentiality regarding sensitive financial information.
Similar Job Titles
- Tax Consultant
- Tax Specialist
- Tax Advisor
- Tax Associate
- Tax Analyst
- Tax Preparation Assistant
- Certified Tax Preparer
- Income Tax Consultant
