Oregon Licensed Tax Preparer

Oregon Licensed Tax Preparer

The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

Responsibilities/Duties

• 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 to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Must be an Oregon Licensed Tax Preparer as required by the Oregon Board of Tax Practitioners. If you do not yet have your license and are ready to test, programs may be available to compensate for the cost of testing and licensure. Please ask for details.
• Must complete 30 hours of Continuing Education credits as required by the Oregon Board of Tax Practitioners annually for license renewal.

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.

Ensure all returns are prepared in compliance with relevant laws and regulations.

Verify the accuracy of data entered into tax software.

Maintain organized and accurate records of all client interactions and tax returns.

Ensure all required documents are filed correctly and securely.

Keep up to date with client files and follow up on missing information.

Participate in training sessions and continuing education to maintain professional credentials.

Stay informed about changes in tax laws and software updates.

Work closely with other tax professionals and office staff to ensure a seamless workflow.

Assist in mentoring and training junior staff members as needed.

Qualifications

• 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.
• Must have PTIN or eligible to receive
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities.

Education and Experience

• Associate's degree in accounting, finance, or a related field; or equivalent experience.
• Minimum of 1-3 years of experience in tax preparation.

Physical Requirements

Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.

Work Environment

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Liberty Tax Service is an equal opportunity employer.