What are the responsibilities and job description for the Tax Preparer position at The Services?
We are seeking a knowledgeable and client-focused Tax Preparer with 3 years of hands-on experience to join our team for an exciting seasonal opportunity. This role offers a supportive environment, and the chance to work with a diverse client base while delivering high-quality tax services.
As a Tax Preparer, you will use your technical expertise and business acumen to prepare accurate tax returns, guide clients through tax-saving opportunities, and provide an exceptional client experience in a fast-paced, professional setting.
Key Responsibilities
- Prepare and review individual and small business tax returns (1040, Schedule C, basic business returns as applicable)
- Conduct client interviews to gather and verify tax information
- Identify tax-saving opportunities while ensuring full compliance with federal and state tax laws
- Explain tax results and strategies to clients in a clear, professional manner
- Maintain accurate documentation and follow firm procedures
- Provide outstanding customer service while managing multiple clients efficiently
Qualifications
- Minimum of 3 years of tax preparation experience (required)
- Strong knowledge of current federal and state tax laws
- Experience working with individual taxpayers and small business owners
- Excellent communication and interpersonal skills
- Detail-oriented, organized, and able to work in a fast-paced environment
- Experience with tax software (e.g., ProConnect, Drake, UltraTax, etc.) a plus
- PTIN required; EA or CPA is a plus (not required)
About us:
The Menendez Tax Experts Group is a nationwide tax preparation, resolution, and consulting firm providing year-round services. We take a personalized, client-focused approach and pride ourselves on delivering accurate, compliant solutions that give our clients peace of mind. Our team works in a supportive, fast-paced environment where experienced professionals are valued.
Pay: $18.00 - $21.00 per hour
Benefits:
- Health insurance
- Vision insurance
Application Question(s):
- How many years of professional tax preparation experience do you have?
- Which types of tax returns have you prepared independently?
- Do you currently have an active PTIN?
- What tax software have you used?
Ability to Commute:
- Jacksonville, FL 32207 (Preferred)
Work Location: In person
Salary : $18 - $21