Seasonal Tax Preparer Job Description Template
Our company is looking for a Seasonal Tax Preparer to join our team.
Responsibilities:
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses;
- Advise against potential tax liabilities;
- Recommend additional products and services;
- Review financial records such as income statements and documentation of expenditures;
- Prepare individual & corporate tax returns;
- Verify totals on past forms for accuracy;
- Resolve customer complaints;
- Ensure a copy of the completed return is provided to the customer;
- Ensure clients do not pay unnecessary taxes;
- Uncover potential deductions and credits;
- Interview clients to get a thorough picture of financial situation;
- Consult tax law handbooks for especially difficult tax returns;
- Prepare tax returns using electronic filing software;
- Compute taxes owed by following tax code;
- Calculate and invoice for form preparation fees.
Requirements:
- Experience using Ultra Tax and Quick-books;
- Proven experience in technical tax competencies on individual, corporation, s-corporation and partnership matters;
- Has an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment;
- Is a detail oriented individual contributor with the ability to “think outside the box”
- Has a history of building relationships with clients and colleagues;
- 2+ years experience preparing and reviewing tax returns;
- Proven track record of solving practical problems and dealing with a variety of variables;
- Proven ability to handle a high-volume workload at a high level of efficiency;
- High proficiency with accounting and office software applications;
- 1+ years experience providing research support or guidance on tax/financial issues for clients;
- Possesses an unquestionable level of integrity and respects quality assurance requirements;
- Has an entrepreneurial drive;
- Is committed to fostering and maintaining a service culture;
- Has exceptional organizational and time management skills;
- Has strong verbal and written communication skills.