Seasonal Tax Preparer (CPA)

Seasonal Tax Accountants help prepare income tax return forms for individuals & businesses. Reviews financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return. Computes taxes owed, and completes entries on forms, following tax form instructions and tax tables.

Compute taxes owed or overpaid, complete entries on forms, following tax form instructions and tax tables.

Prepare or assist in preparing simple to complex tax returns for individuals or businesses.

Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Bachelor’s degree in accounting; CPA or EA preferred, or actively seeking either credential.

Strong written and verbal communication, presentation, client service, technical writing skills, and research skills.

Developmental skills to train and mentor team members.

Competitive fee structures based on return complexity and processing time.

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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