Tax Preparer Job Description
Tax Preparer Duties & Responsibilities
To write an effective tax preparer job description, begin by listing detailed duties, responsibilities and expectations. We have included tax preparer job description templates that you can modify and use.
Sample responsibilities for this position include:
Tax Preparer Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Preparer
List any licenses or certifications required by the position: EA, PTIN, CPA
Education for Tax Preparer
Typically a job would require a certain level of education.
Employers hiring for the tax preparer job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Marketing, Computer, Communication, Leadership, Accounting
Skills for Tax Preparer
Desired skills for tax preparer include:
Desired experience for tax preparer includes:
Tax Preparer Examples
Tax Preparer Job Description
- Draft correspondence to the IRS and other government agencies regarding various tax issues
- Prepare and or review financial statements for entities & individuals
- May perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
- Prepare, provide tax compliance and tax advisory services to individuals
- Respond to client and firm associate requests in a timely, accurate and professional manner
- Prepare and review client correspondence, letters, e-mail
- Resolve IRS & State letters
- Plan and schedule engagement fieldwork with clients
- Communicate proactively with clients and other employees on important matters in a timely manner
- Maintain confidentiality of all customer data
- CTEC certified tax preparer with 2+ years of experience in tax preparation
- UltraTax and Lacerte knowledge
- Full-time and year-round position
- 4-year accounting degree or equivalent experience
- 3+ years experience preparing various tax returns preferred
- Schedule C's
Tax Preparer Job Description
- Prepare and complete sales tasks and prepare quotes
- Prepare, provide tax compliance and tax advisory services to corporations and individuals
- Prepare individual, partnership, trust and corporate tax returns that are simple to moderate in nature
- Enter all tax return data into professional tax programs
- Ability to meet deadlines, work overtime and handle the related pressure
- Work closely with clients and tax authorities to ensure discrepancies are resolved quickly and correctly
- Prepare and review individual tax returns
- Assist tax staff in all aspect tax preparation
- Additional assignment as directed
- Assist with tax preparation for all long term missionaries
- Partnership taxes
- S-corps
- Prefer to have someone with a tax background (Tax Assembly, Accounting assistant, Jr
- Minimum 1-year experience preparing taxes
- PTIN required
- Enrolled Agent or working towards EA certification preferred
Tax Preparer Job Description
- Gather, analyze, and interpret financial, bank, and personal statements
- Financial Compilations
- Prepare and process Individual, High Net Worth, S Corps, Trusts and Partnerships Returns
- Interview the client to determine that all income is reported and all allowable deductions are claimed
- Directly prepare the client’s return, based upon the information provided by the client and the client’s answers provided on the intake form
- Prepare only those returns for which training and certification were provided
- Inform / refer the client to the other services offered
- Maintain the confidentiality of the client’s information
- Ensure that on-site quality review is performed on the return
- Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted
- Knowledge of issues such as passive loss rules, rental real estate, at-risk limitations, foreign taxes, and AMT
- Knowledge of Microsoft Word and Excel programs required
- 2+ tax seasons of preparations
- Must have knowledge of 1040s, 1120s and 1065s
- Lacerte experience
- Minimum of 5 tax seasons in public environment as Tax Accountant (CPA is a plus)
Tax Preparer Job Description
- Fixed asset, depreciation and applicable adjustments to the general ledger
- Research tax related questions and issues
- Greet all customers in a detail oriented, friendly, and timely manner, in person and via the store telephone
- Assist in other tasks and duties assigned by management
- Conducting face-to-face tax interviews with clients
- Preparing complete and accurate tax returns
- Answering current year tax questions clients may have
- Review and prepare compilations, reviews and certified audits
- Uncover potential deductions and credits
- Advise against potential tax liabilities
- Extensive knowledge of buisness tax, individual tax, and not for profit tax
- S-Corp, C-Corp, and 990 filings
- Trust and partnership experience, a plus but not necessary
- Availability end of January 2018 to mid April 2018
- Prior tax preparation experience a plus, but can be trained
- Ability to navigate simple tax preparation software
Tax Preparer Job Description
- Review financial records such as income statements and documentation of expenditures
- Interview clients to get a thorough picture of financial situation
- Verify totals on past forms for accuracy
- Calculate and invoice for form preparation fees
- Consult tax law handbooks for especially difficult tax returns
- Recommend additional products and services
- Responsible for the preparation of taxes for Individuals, S-Corporations, C-Corporations, Partnerships, and some Estates & Trusts
- Assist with the GL and the preparation of financials for our entity clients
- Prepare individual and corporate tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
- Adhere to the firm written tax practice standards and the firm's 1040 Procedure Manual
- Tax preparation experience a big plus, but not required
- Ability to adapt to new technology and various software programs
- Ability to strictly maintain confidentiality
- ProSeries experience
- Bachelor's or graduate degree in accounting, finance or related field required
- Working knowledge of ProSeries