Job Description

A Tax Return Preparer (TRP) is responsible for preparing and filing accurate tax returns for individuals, businesses, and other entities.

Key Responsibilities:

• Tax Preparation:
• Prepare federal, state, and local tax returns for individuals, businesses, and other entities.
• Ensure all tax returns are prepared accurately and filed on time.
• Identify potential tax credits and deductions to reduce tax liability.
• Client Interaction:
• Conduct interviews with clients to gather necessary information and documentation for tax return preparation.
• Provide clients with tax planning advice to help them save money and avoid penalties.
• Address client inquiries and resolve any issues related to tax preparation.
• Documentation and Record Keeping:
• Maintain detailed and organized records of client financial information, tax returns, and correspondence.
• Ensure confidentiality and security of all client data.
• Compliance:
• Stay updated on federal, state, and local tax laws and regulations.
• Ensure compliance with IRS and state tax authority requirements.
• Monitor changes in tax laws and communicate these changes to clients.
• Review and Analysis:
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Analyze and interpret tax regulations to ensure proper application to client situations.
• Assist in the preparation and review of tax projections and estimates.
• Professional Development:
• Participate in continuing education courses to maintain knowledge of tax law changes and industry trends.
• Obtain and maintain any required certifications or licenses.

Qualifications:

• Education:
• Bachelor's degree in Accounting, Finance, or related field (preferred).
• Experience:
• Previous experience in tax preparation (1-3 years preferred).
• Experience with tax preparation software and electronic filing systems.
• Skills:
• Strong knowledge of federal, state, and local tax codes and regulations.
• Proficiency in tax preparation software (e.g., TurboTax, H&R Block, Drake Software).
• Excellent analytical and problem-solving skills.
• Strong attention to detail and organizational skills.
• Effective communication and interpersonal skills.

Competitive salary based on experience and qualifications.

Job Types: Full-time, Permanent

Pay: ?14,806.73 - ?30,000.00 per month

Experience:

• total work: 2 years (Preferred)

Work Location: In person