Tax Preparer

 Available January 1, 2024

Tax Preparers help clients file their taxes and ensure the accuracy of various tax forms. They prepare their clients to be able to pay any needed fees and review financial records. They also calculate tax returns, managing communication between clients and tax authorities. 

Responsibilities

• Calculate tax payments

• Estimate tax returns, deductibles, liabilities, and expenses

• Prepare quarterly and annual reports

• Collect data from income statements and expense documents

• Complete clients’ tax documentation

• Review data on reports and detect possible errors

• Answer tax- and finance-related questions

• Research new tax trends and regulations

• Advise individuals and companies on tax strategies

• Ensure compliance with government tax rules

Requirements and skills

• Experience as a Tax Preparer or a similar role

• Good knowledge of tax preparation software

• Advanced MS Office skills (particularly in using Excel)

• Comprehensive understanding of government tax laws

• Required but will provide training

• Excellent computational ability

• Effective verbal and written communication skills

• A degree in Finance or Accounting

• Some Knowledge of Pro series Pro connect for Turbo Tax products

• Training available