Tax Preparer

About This Role

Assist clients with preparing accurate individual tax returns, ensuring compliance with current tax regulations and optimizing financial outcomes.

Responsibilities

• Accurately prepare and file individual tax returns in compliance with federal and state regulations
• Advise clients on tax strategies to optimize their financial outcomes
• Review financial documents and records to ensure all necessary information is included for tax filing
• Stay up-to-date with changes in tax laws and guidelines to provide accurate services
• Respond to client inquiries regarding their tax returns and address any concerns or corrections
• Maintain confidentiality and security of client financial information
• Collaborate with team members or clients to resolve discrepancies in tax documentation
• Ensure timely completion of all tax preparation tasks to meet deadlines

Requirements

• Proven experience in preparing individual tax returns
• Strong understanding of federal and state tax regulations
• Excellent attention to detail and organizational skills
• Effective communication skills for client interactions and team collaboration
• Ability to analyze financial documents and identify discrepancies
• Commitment to maintaining confidentiality of sensitive financial information

Qualifications

• Proven experience in preparing individual tax returns.

Benefits