Job Description Licensed Tax Consultant Job Description
Licensed Tax Consultant Job Description

Job Brief

We are seeking a skilled Licensed Tax Consultant to prepare tax returns for individuals and small businesses. This role requires expertise in tax regulations, strong analytical skills, and the ability to effectively communicate tax-related information. The ideal candidate will have a proven track record in tax preparation and consulting, ensuring compliance with all applicable laws while maximizing client benefits.

Responsibilities

  • Prepare and file accurate tax returns for individuals and small businesses, ensuring compliance with federal and state regulations.
  • Analyze financial documents and tax data to identify potential deductions and credits for clients.
  • Provide expert tax advice and strategies to clients, enhancing their tax position.
  • Stay updated on tax law changes and regulations to provide accurate and timely information to clients.
  • Respond to client inquiries regarding tax matters and educate clients on tax-related issues.
  • Develop and maintain strong client relationships through effective communication and quality service.
  • Assist clients in tax planning and preparation to achieve optimal tax outcomes.
  • Manage multiple client accounts and prioritize tasks to meet deadlines efficiently.

Requirements

  • Valid state license for tax consulting or preparation.
  • Proven experience in tax preparation and consulting, with a minimum of [X] years in a related role.
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Excellent analytical and problem-solving skills, with attention to detail.
  • Proficient in tax preparation software and accounting tools.
  • Strong interpersonal and communication skills to effectively advise clients.
  • Ability to work independently and manage multiple tasks in a fast-paced environment.
  • Professional certification (e.g., CPA, EA) is preferred but not mandatory.

Similar Job Titles

  • Tax Advisor
  • Tax Specialist
  • Tax Preparer
  • Tax Analyst
  • Tax Compliance Consultant
  • Income Tax Consultant
  • Tax Associate
  • Tax Preparation Consultant