What are the responsibilities and job description for the Seasonal Tax Preparer position at Optimum Financial & Tax Services?
Overview
We are seeking a detail-oriented and knowledgeable Tax Preparer with 3 years of experience in preparing accurate and compliant federal, state, and local tax returns for individuals and small businesses. Skilled in analyzing financial information, identifying deductions and credits, and ensuring clients remain fully compliant with current tax laws and regulations.
Duties
- *Prepare and file federal, state, and local tax returns for individuals, small businesses, and corporations
- *Review financial documents including income statements, balance sheets, and expense reports
- *Utilize accounting software such as TaxWise and other financial tools to organize data efficiently
- *Conduct analysis of financial information to identify deductions, credits, and potential issues
- *Assist clients with tax planning strategies to optimize their financial outcomes
- *Maintain up-to-date knowledge of current tax laws and regulations to ensure compliance
- *Provide exceptional customer service by answering client inquiries and explaining complex tax concepts clearly
Skills & Qualifications
- *Minimum 3 years of experience in individual and small business tax preparation.
- *Strong knowledge of IRS regulations and tax code.
- Proficient with tax software
- *Excellent attention to detail and analytical skills.
- *Strong communication and client service skills.
- *Ability to work independently and manage multiple client files.
- *AFSP certification or PTIN (if applicable).
Professional Summary Example
A reliable and efficient Tax Preparer with 3 years of hands-on experience helping clients navigate complex tax situations. Known for accuracy, strong problem-solving skills, and the ability to build trusted relationships with clients while maximizing tax savings and ensuring compliance.
Job Types: Full-time, Seasonal
Pay: $23.28 - $28.04 per hour
Expected hours: 40 per week
Work Location: In person
Salary : $23 - $28