What are the responsibilities and job description for the Tax Preparer position at PLENTIFUL TAX SERVICE & RESOURCES?
A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client's return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.
Must have PTIN or able to obtain one.
Responsibilities
- Prepare and file tax returns for individuals and businesses, ensuring compliance with federal and state regulations.
- Utilize accounting tax software to manage financial data accurately.
- Analyze financial documents to identify tax deductions and credits.
- Provide excellent customer service by addressing client inquiries and offering tax-related advice.
- Stay updated on tax laws and financial concepts to enhance service quality.
- Collaborate with team members to streamline processes and improve efficiency.
Qualifications
- Solid understanding of financial concepts and math
- Excellent analytical skills and attention to detail
- Customer service skills and ability to communicate effectively
- Familiarity with financial sales and marketing strategies
Job Types: Temporary, Contract, Commission
Work Location: In person