What are the responsibilities and job description for the Tax Preparer position at Liberty Tax?
Job Title: Tax Preparer
Reports to: Office Manager
Status: Seasonal
Job Summary: Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.
Responsibilities/ duties
Tax Preparation
- Prepare individual and small business tax returns accurately and efficiently.
- Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
- Ensure compliance with federal, state, and local tax regulations.
Customer Service
- Provide outstanding customer service by addressing client concerns and questions in a timely manner.
- Conduct client interviews to gather information about their tax situation.
- Explain tax return outcomes and provide tax planning advice.
Compliance and Accuracy
- Stay updated on current tax laws and regulations through ongoing education and training.
- Ensure all returns are prepared in compliance with relevant laws and regulations.
- Verify the accuracy of data entered into tax software.
Documentation and Recordkeeping
- Maintain organized and accurate records of all client interactions and tax returns.
- Ensure all required documents are filed correctly and securely.
- Keep up to date with client files and follow up on missing information.
Training and Development
- Participate in training sessions and continuing education to maintain professional credentials.
- Stay informed about changes in tax laws and software updates.
Collaboration
- Work closely with other tax professionals and office staff to ensure a seamless workflow.
- Assist in mentoring and training junior staff members as needed.
Qualifications
- Strong knowledge of federal, state, and local tax laws and regulations.
- Proficiency in tax preparation software and Google Suite.
- Excellent attention to detail and organizational skills.
- Strong analytical and problem-solving abilities.
- Superior communication skills, both verbal and written.
- Ability to work independently and manage multiple priorities.
Education and Experience
- Associate's degree in accounting, finance, or a related field; or equivalent experience.
- Minimum of 1-3 years of experience in tax preparation.
