What are the responsibilities and job description for the Seasonal Tax Preparer position at Smart Tax?
Who We Are
At Smart Tax, we believe that tax preparation is about more than numbers—it's about helping people make the most of their hard-earned money and plan for a stronger financial future. We serve individuals, families, and businesses by providing personalized tax preparation and financial guidance tailored to their unique needs. Our goal is to build lasting relationships, simplify the complexities of taxes, and give our clients confidence in their financial decisions. As a Seasonal Tax Preparer, you'll play an important role in helping us deliver that meaningful, client-focused experience during tax season.
This role will prepare tax returns for individuals, companies, and organizations under the guidance and review of a certified public accountant. The Seasonal Tax Preparer may also assist accountants with the preparation of returns for complex businesses, trusts, and nonprofit organizations.
This is a seasonal position intended to provide additional support during the tax preparation season.
What You Will Be Doing
· Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
· Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
· Reviews all supplied financial information for accuracy.
· Uses the appropriate accounting software or system to prepare tax returns.
· Calculates taxes owed or refunds due to client
· Consult tax law publications for guidance on unusual situations.
· Submits prepared tax returns to accountant for review and approval.
· Presents approved returns to clients.
· Files tax returns for clients in accordance with established procedures.
· Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
· Performs other related duties as assigned.
What We’re Looking For
· High School Diploma or Equivalent (Required)
· 2 Years Bookkeeping/Accounting Experience (Required)
· Proficiency with Microsoft Office Suite, Including Excel (Required)
· Basic Math Skills (Required)
· Associate or bachelor’s degree (Preferred)
· Prior Experience Working in Financial Advisory Industry (Preferred)
· Tax Preparation Experience (Preferred)
· Knowledge of Tax Laws (Preferred)
· Clear and Professional Communication (Verbal and Written)
· Strong Interpersonal and Customer Service Skills
· Strong Attention to Detail and Organizational Skills
· Ability to Learn and Adapt to Changes
What’s In It For You
· Pay: We offer a competitive pay range of $25-$40 per hour, with compensation based on your experience, qualifications, and the value you bring to the role.
Check Us Out!
· Website: https://www.aspirewealthmgt.com/index.html
If you think we’d make a great match, apply today!
Pay: $25.00 - $40.00 per hour
Education:
- High school or equivalent (Required)
Experience:
- Accounting/Bookkeeping: 2 years (Required)
Ability to Commute:
- Independence, MO 64055 (Required)
Work Location: In person
Salary : $25 - $40