What are the responsibilities and job description for the Seasonal Tax Professional position at Liberty Tax?
Company Description Liberty Tax is a leading income tax preparation company known for friendly service and accuracy. Founded in 1997, it has grown into one of the fastest-growing tax preparation franchises, with thousands of offices across the U.S. and Canada. The company supports a large network of tax professionals and franchisees, preparing millions of individual tax returns. Liberty Tax emphasizes a fun, customer-focused culture, recognized for its Liberty wavers, roadside events, and commitment to raising standards in the franchising industry.
Role Description The Seasonal Tax Professional role is a full-time, on-site position based in Fort Collins, CO. In this role, the professional prepares individual income tax returns, conducts client interviews to gather financial and tax-related information, and ensures compliance with federal, state, and local tax regulations. Daily responsibilities include reviewing source documents, identifying potential deductions and credits, and explaining tax outcomes and options to clients in clear, accessible terms. The role also involves maintaining accurate records, using tax preparation software, supporting clients with questions throughout the filing process, and contributing to a welcoming and professional office environment during peak tax season. This position has the potential for office manager, partner or ownership for the right person and situation.
Qualifications
- Candidates should possess skills in Tax Preparation and Tax Planning to accurately prepare returns and optimize client tax positions.
- Candidates should possess skills in Tax Law and Tax to interpret and apply current regulations and guidelines appropriately.
- Candidates should possess skills in Finance to understand income, deductions, credits, and basic financial documents.
- Strong analytical, problem-solving, and attention-to-detail skills, with the ability to work efficiently during busy seasons.
- Effective communication and interpersonal skills to explain tax concepts and provide customer-focused service.
- Experience with tax preparation software and basic computer proficiency; prior tax preparation experience is preferred.
- Relevant coursework or certification in taxation, accounting, or a related field is beneficial; professional tax credentials (e.g., EA, CPA) are a plus.
- Ability to work on-site in Fort Collins, CO, including evenings and weekends as needed during tax season.
- Full Time hours are mostly January - April. Part time hours May - December.