Tax Preparer Job Description Template
Our company is looking for a Tax Preparer to join our team.
Responsibilities:
- Review financial records such as income statements and documentation of expenditures;
- Interview clients to get a thorough picture of financial situation;
- Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application;
- Maintains confidentiality and is able to work regularly with sensitive, highly confidential information;
- Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations;
- Presents Jackson Hewitt’s brand values to clients;
- Contacting clients to request documents required to properly service their case;
- Conduct financial analysis of taxpayer’s income, expenses, and assets;
- You understand the need to provide a world-class customer experience;
- Other duties as assigned;
- Researches tax related questions and issues,
- Communicating with clients to understand their needs and explain product value;
- Generate business growth, increase client retention, and offer additional products and services;
- Prepare and Revise individual Income Tax;
- Assist with tax audits.
Requirements:
- Strong oral and written communication skills;
- Bachelor’s degree in accounting or finance;
- understand M1 and M2 adjustments;
- Tax resolution experience or knowledge of tax resolution processes;
- Capable and a self-starter work ethic;
- Enrolled agent or CPA;
- PTIN (Preparer Tax Identification Number) required for this position. (We will assist you with obtaining your PTIN);
- Motivated, self-starter;
- Conduct financial analysis of taxpayer’s income, expenses, and assets;
- Multitask while working with customers and navigating our computer systems;
- Strong work ethic, professionalism, and positive attitude;
- write-up work using QuickBooks including General Ledger review;
- 2+ years in a Case Manager in the Tax Resolution industry;
- International Tax Form Experience: 144, 5472, 5471, 1040NR, 8833, Steamlines;
- PTIN Desired.