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Tax Preparer Job Description

A female long-haired tax preparer using her calculator with documents on her desk

Tax Preparers help clients file taxes, review tax codes and communicate with tax authorities.

Their expertise extends to providing financial guidance and ensuring clients maximize their tax refunds.

Tax Preparers are also experts in labor laws and federal and state tax codes.

A female long-haired tax preparer using her calculator with documents on her desk
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Tax Preparer Job Overview

We at [Company Name] are hiring a Tax Preparer to be assigned to our [Office Name] in [Location].

Your responsibilities include reviewing financial records and preparing and filing tax returns. You will also communicate with internal teams to clarify tax-related inquiries and gather necessary data.

We expect our Tax Preparers to have a proven track record of accurate and timely tax filings with experience in technology to make processes efficient.

Salary: $40,000–$45,000/year

Schedule: Full-time (40 hours per week), office-based

Tax Preparer Duties & Responsibilities

  • Conduct thorough reviews of clients’ financial records, ensuring accuracy and completeness for tax preparation
  • Stay abreast of current tax laws, regulations and updates to provide accurate and up-to-date tax advice
  • Prepare and file individual, business and corporate tax returns, adhering to relevant tax codes and regulations
  • Identify potential tax credits, deductions and exemptions to minimize clients’ tax liabilities within legal parameters
  • Communicate effectively with clients to gather necessary financial information and clarify any tax-related queries
  • Collaborate with clients to develop tax planning strategies for the upcoming fiscal year
  • Maintain organized and detailed records of all client interactions and tax-related documents
  • Assist clients in resolving tax-related issues and communicate with tax authorities
  • Provide guidance on proper record-keeping practices to clients to facilitate future tax filings
  • Conduct tax research to address complex issues and ensure compliance with ever-changing tax laws
  • Review financial statements and accounting records to identify opportunities for tax optimization
  • Advise clients on strategies to legally minimize tax liability while maximizing financial benefits
  • Keep up to date with industry trends and best practices in tax preparation to enhance professional knowledge
  • Collaborate with colleagues and tax professionals to share insights and ensure consistent service quality
  • Participate in continuing education to stay current with evolving tax laws and industry standards
  • Demonstrate a commitment to ethical and responsible tax practices, maintaining client confidentiality
  • Provide clients with clear explanations of their tax situations and potential financial implications
  • Work closely with clients to address any discrepancies or issues that may arise during the tax preparation process
  • Assist clients in preparing for audits and represent them before tax authorities when necessary
  • Utilize tax preparation software and technology to streamline processes and improve efficiency

Tax Preparer Experience Requirements & Skills

  • Minimum of [Number] years of experience as a Tax Preparer or in a similar role
  • In-depth knowledge of federal, state and local tax laws, regulations and compliance requirements
  • Effective communication skills to interact with clients and explain tax-related matters in a clear and understandable manner
  • Proficiency in using tax preparation software and staying updated on the latest industry-specific tools
  • Ethical and professional conduct, ensuring client confidentiality and maintaining a high standard of integrity
  • Strong organizational skills to maintain well-organized and detailed records of client interactions and tax documents

Tax Preparer Education & Qualifications

  • Bachelor’s degree in Accounting, Business, Finance or a related program; Master’s degree holders preferred
  • Certified Public Accountant (CPA) designation is highly preferred
  • Additional certifications or courses in taxation, accounting or a related field are a plus

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