What are the responsibilities and job description for the Tax Preparer - No Experience Required position at Liberty Tax Franchise?
Job Description
Job Description
Job Summary :
We are looking for a motivated and detail-oriented individual to join our team as a Tax Preparer.
NO EXPERIENCE NECESSARY – WE WILL TRAIN. This entry-level position is perfect for
someone eager to start a career in tax preparation. The ideal candidate will have a strong interest
in taxes and finance, with a willingness to learn the ins and outs of tax laws and regulations. As a
New Tax Preparer, you will assist in preparing basic tax returns for individuals and small
businesses while gaining hands-on experience in a supportive environment.
Key Responsibilities :
Assist in preparing and reviewing individual and small business tax returns (1040,
1040EZ, 1040A, etc.).
Gather necessary financial information and documents from clients, such as W-2s, 1099s,
receipts, and other supporting materials.
Use tax preparation software to input tax data accurately.
Help clients understand basic tax deductions, credits, and other applicable benefits.
Answer client questions about tax returns and filing procedures in a clear, professional
manner.
Ensure compliance with federal, state, and local tax laws.
Maintain confidentiality of all client information and adhere to data privacy policies.
Assist with the organization and filing of tax records.
Stay updated on changes in tax laws and regulations to ensure accurate preparation.
Participate in ongoing training and professional development opportunities.
Qualifications :
High school diploma or equivalent required; an associate’s degree or relevant coursework
in accounting, finance, or a related field is a plus.
Some prior experience in customer service is beneficial, but not required.
Strong interest in taxes, accounting, and finance.
Detail-oriented with excellent organizational and analytical skills.
Ability to learn tax preparation software quickly.
Strong communication skills and ability to explain tax concepts in a simple and friendly
manner.
Must be a team player, eager to learn, and open to feedback.
Ability to maintain professionalism and confidentiality when dealing with clients.
Preferred :
Bilingual (English / Spanish) is a plus