Experienced Tax Preparer

Join our dynamic and fun team at Tax Plus, where tax season is an exciting opportunity to help clients, learn, and grow in a positive and supportive environment. We're looking for tax preparers who are passionate about providing excellent service, enjoy working with numbers, and thrive in a fast-paced, team-oriented workplace. If you love solving problems and making tax season less stressful for clients, this is the job for you!

Responsibilities:
- Prepare and review accurate tax returns** for individuals, small businesses, and corporations, ensuring all necessary documents and information are included.
- Conduct client interviews** to gather and clarify financial information, ensuring complete and accurate tax preparation.
- Provide outstanding customer service** by answering questions, addressing concerns, and walking clients through the tax filing process in a friendly and approachable manner.
- Input financial data efficiently** using 10-key typing and tax preparation software, ensuring accuracy in every step.
- Identify potential tax deductions and credits** to maximize refunds or minimize liabilities for clients.
- Explain complex tax rules** and concepts to clients in simple, easy-to-understand terms, making the process as stress-free as possible.
- Stay updated on changes to tax laws** and market trends to ensure clients are informed and compliant with current regulations.
- Assist with client tax planning** by offering advice on future financial decisions that may impact their taxes.
- Help with sales and marketing efforts** by participating in client outreach, local events, and social media initiatives to attract new clients.
- Assist clients with IRS audits** by gathering supporting documents and providing guidance throughout the process.
- Maintain accurate and organized client records**, keeping sensitive information confidential and secure.
- Collaborate with the team** to meet tax season goals, support each other in a busy environment, and share tips for improving efficiency.
- Provide ongoing feedback** to management about client needs or software improvements to streamline processes.
- Participate in team training** and development sessions to stay current on industry trends and software updates.
- Help with special projects** and additional office tasks as needed to ensure smooth operations throughout the office.

Qualifications:
- Previous experience as a tax preparer or in a similar accounting role is preferred.
- Strong communication and customer service skills—you love working with people and making their lives easier!
- Proficient in 10-key typing for fast and accurate data entry.
- Knowledge of tax laws and accounting principles (corporate accounting knowledge is a plus).
- Ability to manage deadlines and work well under pressure, especially during peak tax season.
- Detail-oriented with excellent organizational skills—able to handle multiple tasks and clients at once.
- Experience with tax preparation software is a plus, but we’ll provide training.
- Ability to maintain confidentiality and handle sensitive client data with care.
- Willingness to stay updated on tax law changes and continuously improve your skills.
- Positive attitude, sense of humor, and ability to work well in a fun, team-oriented environment.

Why You’ll Love Working at Tax Plus:
- Friendly, supportive team members who help each other out.
- A fun, upbeat workplace where we celebrate successes together.
- Opportunities for growth and professional development.
- Flexibility during the off-season and a great sense of accomplishment during tax season.
- A chance to make a difference by helping clients get the most out of their returns!

Note: Additional duties may be assigned as needed—but we promise, we’ll keep it fun!

Job Types: Full-time, Part-time

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule

Compensation Package:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Required)

Experience:

• Tax Prep: 1 year (Required)

License/Certification:

• PTIN (Required)

Work Location: In person

Salary : $20 - $25