Tax Preparer

Key Responsibilities:

• Prepare and file individual (1040) tax returns and related schedules using tax software.
• Conduct initial client interviews to gather required information and documentation.
• Review client-provided information for completeness and accuracy.
• Apply relevant tax laws and deductions to maximize client returns.
• Respond to basic client inquiries regarding their tax returns.
• Identify potential tax credits and deductions to reduce tax liability.
• Ensure timely and accurate filing of all assigned tax returns.
• Maintain up-to-date knowledge of federal and state tax regulations relevant to individual and small business returns.

Requirements:

• High school diploma or equivalent required; some college coursework in accounting, finance, or related field preferred.
• 1-2 years of experience preparing individual tax returns preferred.
• Familiarity with tax software (e.g., Drake, Intuit ProSeries, TaxSlayer, or similar).
• Strong attention to detail and accuracy.
• Good communication and interpersonal skills.
• Ability to maintain confidentiality of client information.
• Willingness to work flexible hours during peak tax season.