Liberty Tax Service is hiring a Tax Preparer to play a critical role in helping clients achieve financial success and compliance. In this position, you will prepare accurate tax returns for individuals and small businesses while providing exceptional customer service.
What You'll Do
- Prepare individual and small business tax returns accurately and efficiently.
- Review financial records, such as income statements and documentation of expenditures, to determine forms needed.
- Ensure compliance with federal, state, and local tax regulations.
- Provide outstanding customer service by addressing client concerns and questions in a timely manner.
- Conduct client interviews to gather information about their tax situation.
- Explain tax return outcomes and provide tax planning advice.
- Stay updated on current tax laws and regulations through ongoing education and training.
- Verify the accuracy of data entered into tax software.
- Maintain organized and accurate records of all client interactions and tax returns.
- Keep up to date with client files and follow up on missing information.
- Participate in training sessions and continuing education to maintain professional credentials.
- Work closely with other tax professionals and office staff to ensure a seamless workflow.
- Assist in mentoring and training junior staff members as needed.
- Assist in marketing execution.
What We're Looking For
- Strong knowledge of federal, state, and local tax laws and regulations.
- Proficiency in tax preparation software and Microsoft Office Suite.
- Excellent attention to detail and organizational skills.
- Strong analytical and problem-solving abilities.
- Superior communication skills, both verbal and written.
- Ability to work independently and manage multiple priorities.
- Must have PTIN or be eligible to receive one.
- Associate’s degree in accounting, finance, or a related field; or equivalent experience.
- Minimum of 1-3 years of experience in tax preparation.
Technical Stack
- Tax preparation software
- Microsoft Office Suite
Team & Environment
This role reports to an Office Supervisor, working closely with other tax professionals and office staff.
Work Mode
This is an onsite position.
Liberty Tax Service is an equal opportunity employer.
