What are the responsibilities and job description for the Tax Preparer position at W3Global?
Job Description
We are looking for seven goal-driven BILINGUAL Tax Agents to join our team for the next Tax Season (JAN -APR 2027). You will work virtually, as most of our clients are virtual and based in Georgia.
Tax Agents will advise clients, review and analyze tax information provided by clients, prepare and file accurate tax returns, and assist clients with future tax planning.
Our Tax Preparers are expected to maintain strict client confidentiality while providing excellent customer service that builds trust and encourages repeat business.
To succeed as a Tax Preparer, you should be knowledgeable about legislation and regulations, provide excellent client service, and maintain the high standards set by the organization.
Responsibilities
Handle corporate and individual taxes, ITINs, and Amendments.
Review and analyze tax documents submitted by clients, including Schedule C and 1040.
Prepare and electronically file individual and/or business tax returns.
Advise clients regarding their tax situation and future tax planning.
Communicate clearly with clients regarding missing information, tax questions, and filing requirements.
Handle correspondence with clients and tax authorities when necessary.
ITIN new, renewal, and follow up on Rejects.
Process IRS and State payments.
Maintain accurate and organized client records in the systems.
Protect confidential and sensitive client information at all times.
Stay informed about applicable tax laws, regulations, and filing requirements.
Provide excellent customer service and maintain the high standards of our organization.
Requirements
Bilingual - fluent in both English and Spanish
Minimum Of 1 Year Of Tax Preparation Experience
Valid IRS Preparer Tax Identification Number (PTIN) preferred
Registered Tax Return Preparer credentials or relevant tax preparation certification preferred
Strong computer and technology skills
Excellent verbal and written communication skills
Strong attention to detail and accuracy
Ability to maintain strict confidentiality when handling sensitive client and financial information
Strong customer service skills
Ability to work efficiently in a fast-paced, deadline-driven environment
Must have experience preparing Georgia individual tax returns and be familiar with Georgia state tax laws and filing requirements.
We are looking for seven goal-driven BILINGUAL Tax Agents to join our team for the next Tax Season (JAN -APR 2027). You will work virtually, as most of our clients are virtual and based in Georgia.
Tax Agents will advise clients, review and analyze tax information provided by clients, prepare and file accurate tax returns, and assist clients with future tax planning.
Our Tax Preparers are expected to maintain strict client confidentiality while providing excellent customer service that builds trust and encourages repeat business.
To succeed as a Tax Preparer, you should be knowledgeable about legislation and regulations, provide excellent client service, and maintain the high standards set by the organization.
Responsibilities
Handle corporate and individual taxes, ITINs, and Amendments.
Review and analyze tax documents submitted by clients, including Schedule C and 1040.
Prepare and electronically file individual and/or business tax returns.
Advise clients regarding their tax situation and future tax planning.
Communicate clearly with clients regarding missing information, tax questions, and filing requirements.
Handle correspondence with clients and tax authorities when necessary.
ITIN new, renewal, and follow up on Rejects.
Process IRS and State payments.
Maintain accurate and organized client records in the systems.
Protect confidential and sensitive client information at all times.
Stay informed about applicable tax laws, regulations, and filing requirements.
Provide excellent customer service and maintain the high standards of our organization.
Requirements
Bilingual - fluent in both English and Spanish
Minimum Of 1 Year Of Tax Preparation Experience
Valid IRS Preparer Tax Identification Number (PTIN) preferred
Registered Tax Return Preparer credentials or relevant tax preparation certification preferred
Strong computer and technology skills
Excellent verbal and written communication skills
Strong attention to detail and accuracy
Ability to maintain strict confidentiality when handling sensitive client and financial information
Strong customer service skills
Ability to work efficiently in a fast-paced, deadline-driven environment
Must have experience preparing Georgia individual tax returns and be familiar with Georgia state tax laws and filing requirements.
Salary : $25,000 - $45,000