Tax Preparer

What they do

• Setting up meetings with clients.
• Advising clients about the tax preparation process.
• Preparing and submitting tax returns for clients.
• Handling communication from clients and tax authorities.
• Auditing all tax forms for completeness and accuracy.
• Providing future tax planning to clients.
• Securing repeat business and expanding the client base.
• Analyzing tax data submitted by the client to maximize the outcome for the client.
• Signing income tax returns on behalf of individual and business clients.

Qualifications

• Bachelor's degree in Accounting or Finance.
• Registered Tax Return Preparer Test completed.
• Registration with the IRS with a valid PTIN.
• Minimum ofyears' experience.
• Computer literate.
• Strong oral and written communication skills.
• Must ensure confidentiality.