Tax Preparer / B2B Marketing Specialist

Job Description

Job Description

Benefits:

• Community engagement opportunities
• Access to professional development
• Employee recognition programs
• Flexible scheduling during tax season
• Supportive team environment
• Advancement opportunities within Liberty Tax
• Competitive seasonal pay
• Bonus based on performance
• Flexible schedule

Schedule / Expected Work Hours:

• Seasonal, part-time during tax season (November–April)
• Evening and weekend availability required
• Typical hours: Monday–Saturday, 9 AM–7 PM

Job Summary
As a Tax Preparer/B2B Marketing Specialist at Liberty Tax, you are responsible for accurately preparing tax returns for individuals and small businesses while providing exceptional customer service. This role supports clients in understanding their financial situation, ensuring compliance, and delivering the trusted service Liberty Tax is known for.

Responsibilities 

• Prepare accurate federal and state income tax returns for individuals and small businesses.
• Conduct client interviews to gather tax and financial information.
• Ensure compliance with tax laws and company policies.
• Deliver excellent customer service and explain return results clearly.
• Maintain organized, secure, and accurate client records.
• Stay current on changing tax regulations through ongoing training.
• Collaborate with team members to ensure a smooth workflow during peak season.
• Support marketing and client retention efforts.
• Identifying and prospecting local businesses, CFOs, and small business owners who require professional corporate tax or accounting services. 
• Representing the firm at local chambers of commerce, B2B networking events, and industry conferences to build referral partnerships 

Qualifications

• Knowledge of federal, state, and local tax laws.
• Experience using tax preparation software and Microsoft Office Suite.
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Must have PTIN (or be eligible to obtain one).
• Prior experience in tax preparation preferred.
• Prior marketing experience preferred.

Company Overview
Liberty Tax is a leading tax preparation service with locations across the U.S. We provide fast, accurate, and friendly tax preparation with a focus on exceptional customer service and community engagement.

Company Purpose / Mission
To make tax filing simple, fast, and accurate while empowering our communities through financial literacy and personal connection.

Company Values

• Integrity: We do the right thing for our customers and each other.
• Teamwork: We succeed together through collaboration and respect.
• Excellence: We strive for accuracy and professionalism in every return.
• Service: We put people first — our clients, our teams, and our communities.
• Growth: We invest in our people and inspire career advancement.