What are the responsibilities and job description for the Tax Preparer position at Professional Freedom Tax Service?
Tax Preparer Job Description Job Title: Tax Preparer Location: Professional Freedom Tax Service Position Type: Full-Time/Seasonal Summary: The Tax Preparer at Professional Freedom Tax Service is responsible for preparing accurate and compliant tax returns for individuals and businesses. This role involves analyzing financial information, ensuring all applicable deductions and credits are utilized, and providing excellent customer service to clients. Key Responsibilities: 1. Tax Preparation: Prepare and file federal, state, and local tax returns for individuals and small businesses. Identify potential tax credits, deductions, and other savings opportunities. Ensure all tax forms and schedules are completed accurately and submitted on time. 2. Client Communication: Conduct initial consultations to gather financial information and understand clients’ tax situations. Explain tax regulations, changes, and their impact on clients' returns. Address client questions and concerns professionally and promptly. 3. Data Management: Review financial documents such as W-2s, 1099s, and expense reports. Maintain organized records of tax returns and related documentation. Safeguard sensitive client information in compliance with data security regulations. 4. Compliance and Research: Stay updated on current tax laws, regulations, and changes in tax codes. Ensure compliance with federal, state, and local tax laws. Research complex tax issues and provide accurate advice to clients. 5. Customer Service: Build and maintain long-term client relationships through trust and reliability. Offer guidance on tax planning strategies to minimize future tax liabilities. Respond to IRS or state notices on behalf of clients when needed. Qualifications: Education: High school diploma or equivalent required; certification in tax preparation (e.g., IRS PTIN, AFSP) preferred. Experience: Two years previous experience in tax preparation or accounting is required.
Skills: Strong analytical and mathematical skills. Proficiency in tax preparation software and Microsoft Office. Excellent written and verbal communication skills. Attention to detail and ability to work under deadlines. Knowledge of federal, state, and local tax laws. Key Competencies: Integrity and confidentiality in handling sensitive financial information. Exceptional organizational skills. Ability to work independently and as part of a team. Adaptability to handle varying client needs and tax scenarios. Working Conditions: Office environment with occasional extended hours during tax season. Interaction with clients via phone, email, and in-person meetings. About Professional Freedom Tax Service: Professional Freedom Tax Service is a trusted provider of tax preparation services dedicated to helping clients achieve financial peace of mind. Our team of skilled professionals ensures every client receives exceptional service and accurate tax solutions.
Job Types: Full-time, Seasonal
Pay: $20.00 - $25.00 per hour
Expected hours: 40 – 60 per week
Compensation Package:
- Bonus opportunities
- Hourly pay
Ability to Commute:
- Rome, GA 30165 (Required)
Ability to Relocate:
- Rome, GA 30165: Relocate before starting work (Preferred)
Work Location: In person
Salary : $20 - $25