Tax Preparer

Job Description

Liberty Tax is seeking a dedicated and detail-oriented Tax Preparer to join our team. As a respected national brand with a local focus, we are committed to providing professional tax services that earn trust and exceed client expectations. Our mission is to be both trusted locally and respected nationally as the best choice for tax services. We are not just preparing taxes; we are building lasting relationships within our community.

Responsibilities

• Prepare Tax Returns: Accurately prepare and file federal and state tax returns for individuals, ensuring compliance with governmental regulations. Prior experience preparing Schedules A, C, and E; preferred.
• Client Consultations: Conduct thorough in person client consultations to gather necessary information and documents, understand their financial situation, and provide tailored tax advice.
• Tax Planning and Advice: Offer proactive tax planning advice to help clients optimize their financial decisions throughout the year.
• Customer Service: Deliver exceptional customer service, fostering long-term relationships with clients who view you as their trusted tax expert. Answering inbound phone calls and making outbound calls as necessary.
• Compliance and Continuing Education: Stay updated on changes in tax regulations and participate in continuing education programs to ensure the highest level of professional expertise.

Qualifications

• Certification: IRS Preparer Tax Identification Number (PTIN) eligibility is required.
• Experience: Previous experience in tax preparation is preferred, but not mandatory.
• Skills: Strong analytical skills, attention to detail, and the ability to handle confidential information professionally. Comfortable working with technology.
• Education: High school diploma or equivalent; previous completion of a tax school or similar certification in tax preparation is a plus.
• Personal Traits: Excellent interpersonal and communication skills, a commitment to exceptional customer service, and a genuine desire to help others.

Compensation

• Starting hourly rate ranges from $16-$20 an hour based on experience & ability.
• Bonus opportunities available

Why Join Liberty Tax?

At Liberty Tax, you are more than just an employee; you are part of a team that values community and client relationships. We offer competitive pay, flexible hours, and the opportunity to grow professionally in a supportive and dynamic environment. Join us in making a difference in our clients' lives, helping them to owe less on taxes or get their largest possible refund.

Apply Today!

If you are looking for a rewarding career where you can make a real difference in people's financial health, apply to become a Tax Preparer at Liberty Tax. We are excited to welcome a new member to our team who shares our passion for service and excellence.

Job Types: Part-time, Seasonal

Pay: $16.00 - $20.00 per hour

Expected hours: 10 – 25 per week

Benefits:

• Flexible schedule

Application Question(s):

• Are you willing to undergo a background check in accordance with local laws and regulations?
• During tax season (January–April), are you available to work evenings and/or Saturdays as needed?
• How many individual (Form 1040) tax returns have you personally prepared in the last two tax seasons (not including practice or classroom returns)?
• How would you rate your comfort level with using a computer and learning new software?

- Very comfortable – I learn new systems quickly
- Comfortable – with some guidance
- Not very comfortable

• Are you open to completing a short, unpaid skills assessment (sample tax return or knowledge quiz) as part of the hiring process?

-Yes
-No

Experience:

• tax preparation : 1 year (Preferred)

Ability to Commute:

• Bartow, FL 33830 (Required)

Work Location: In person

Salary : $16 - $20