Job description
We are looking for a goal-driven tax preparer to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients.
To ensure success as a tax preparer, you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.
Tax Preparer Responsibilities:
- Setting up meetings with clients.
- Advising clients about the tax preparation process.
- Prepare tax returns, payments, necessary paperwork, and reports.
- Handling communication from clients and tax authorities.
- Auditing all tax forms for completeness and accuracy.
- Providing future tax planning to clients.
- Securing repeat business and expanding the client base.
- Analyzing tax data submitted by the client to maximize the outcome for the client.
- Assess and research difficult tax issues to identify solutions.
- Ensure you comply with regulations by forwarding required information to federal, state, and local authorities.
- Offer support and guidance during audits.
- Keep track of industry trends and changes related to taxes.
Tax Preparer Requirements:
- Registered Tax Return Preparer Test completed.
- Registration with the IRS with a valid PTIN.
- Minimum of 2 years experience.
- Computer literate.
- Strong oral and written communication skills.
- Must ensure confidentiality.
johnandkristie.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, johnandkristie.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, johnandkristie.com is the ideal place to find your next job.