Job Summary:

The Tax Preparer will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Reviews all supplied financial information for accuracy.
• Uses the appropriate accounting software or system to prepare tax returns.
• Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
• Submits tax returns to accountant for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Ability to understand and apply tax laws and changes in the preparation process.
• Excellent organizational skills and attention to detail.
• Accurate math and accounting skills.
• Proficient with Microsoft Office Suite or related software.
• Proficient with or the ability to quickly learn tax accounting and preparation software.

Education and Experience:

• High school diploma or equivalent with some training in bookkeeping and accounting required;
• Associates degree or tax preparation training highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.