A Tax Preparer assists individuals and businesses in preparing and filing their tax returns. They analyze financial information to ensure compliance with tax regulations, maximize deductions, and minimize tax liability. This role involves gathering clients’ financial data, calculating taxes owed or refunds due, and advising on tax-related matters. Accuracy, confidentiality, and attention to detail are crucial in ensuring that all tax filings are completed correctly and submitted on time.

Responsibilities:

• Collect and organize clients’ financial records, including income statements, expenses, and other relevant documents.
• Prepare federal, state, and local tax returns for individuals, businesses, and organizations.
• Review and verify the accuracy of tax filings, ensuring compliance with current tax laws and regulations.
• Identify potential tax credits and deductions to reduce clients’ tax obligations.
• Communicate with clients to clarify tax-related questions and provide updates on filing status.
• Calculate tax liabilities and potential refunds using tax software.
• File completed tax returns electronically or through paper submission, as required.
• Advise clients on tax planning and potential strategies for future tax savings.
• Stay updated on changes in tax laws and regulations that may impact clients.
• Assist clients in responding to tax notices or audits from tax authorities.

Requirements:

• High school diploma or equivalent; associate’s or bachelor’s degree in Accounting or Finance preferred.
• Certification as a Tax Preparer (e.g., IRS Enrolled Agent) is a plus.
• Previous experience in tax preparation or accounting is highly desired.
• Strong knowledge of federal, state, and local tax laws.
• Proficiency in tax preparation software (e.g., TurboTax, H&R Block, Drake Software).
• Excellent attention to detail and strong organizational skills.
• Ability to handle sensitive information with confidentiality.
• Strong communication skills, both written and verbal.
• Ability to work independently and manage multiple clients during tax season.

Work Environment:

• Office setting, though some Tax Preparers may work remotely, particularly during tax season.
• Fast-paced, especially during tax filing deadlines.