What are the responsibilities and job description for the Tax Preparer position at Xpress Tax & Biz Solutions?
Overview
Xpress Tax & Biz Solutions is seeking professional, motivated, and detail-oriented Tax Preparers to join our team for the upcoming tax season.
We welcome individuals who have experience in tax preparation, accounting, bookkeeping, banking, or related financial services, as well as motivated professionals who are eager to develop their skills and grow within the tax industry.
In this role, you will assist individual and small business clients with their tax preparation needs while providing accurate, timely, and courteous service. The ideal candidate is organized, dependable, comfortable working with financial information, and committed to maintaining a high standard of professionalism and client care.
Key Responsibilities
- Prepare and review individual and small business tax returns accurately and efficiently.
- Review client documents and information to ensure returns are complete and properly prepared.
- Enter and organize tax and financial information using tax preparation software.
- Follow up professionally with clients regarding missing or additional documentation.
- Communicate clearly and respectfully with clients throughout the tax preparation process.
- Maintain accurate and organized client records and documentation.
- Follow company procedures and applicable federal and state tax requirements.
- Maintain confidentiality when handling sensitive client and financial information.
- Stay informed about relevant tax regulations, filing requirements, and industry updates.
- Participate in training and professional development opportunities.
- Provide a positive and professional client experience.
- Support approved client referral and business development initiatives when appropriate.
Qualifications & Skills
- Previous experience in tax preparation, accounting, bookkeeping, banking, financial services, or a related field is preferred.
- Strong attention to detail and commitment to accuracy.
- Comfortable working with numbers, financial information, and tax documents.
- Excellent communication and interpersonal skills.
- Professional and courteous approach to client service.
- Ability to learn and effectively use tax preparation software.
- Strong organizational and time-management skills.
- Ability to manage multiple client needs while meeting deadlines.
- Basic knowledge of individual or small business taxation is preferred.
- Willingness to learn, receive training, and continuously develop tax preparation skills.
- Strong data-entry and 10-key skills are a plus.
Professional Growth
At Xpress Tax & Biz Solutions, we value individuals who are committed to learning and professional growth. This opportunity provides the chance to strengthen your tax preparation knowledge, gain practical experience working with clients, and develop valuable skills within the tax industry.
Position Details
Locations: Nashville, Clarksville, Murfreesboro, Lebanon, and Gallatin, Tennessee
Compensation: This is a commission-based position. Compensation is based on performance and completed tax preparation work. Specific compensation amounts or commission splits are not guaranteed and are not stated in this posting.
If you are interested in building your experience in tax preparation, enjoy helping clients, and would like to grow with a professional team, we warmly invite you to apply and learn more about this opportunity.
Work Location: In person