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Title

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Tax Preparer

Description

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We are looking for a detail-oriented and experienced Tax Preparer to join our team. As a Tax Preparer, you will be responsible for preparing and filing accurate tax returns for individuals, small businesses, and corporations. You will work closely with clients to gather financial information, identify deductions and credits, and ensure compliance with federal, state, and local tax regulations. The ideal candidate will have a strong understanding of tax laws and accounting principles, excellent analytical skills, and the ability to communicate complex tax concepts in a clear and concise manner. You should be comfortable working independently as well as part of a team, and be committed to providing exceptional service to our clients. In this role, you will also be expected to stay up-to-date with changes in tax legislation and advise clients on tax planning strategies to minimize liabilities and maximize returns. During tax season, you may be required to work extended hours to meet deadlines. This is an excellent opportunity for a motivated professional who is looking to grow their career in the field of tax preparation and accounting. We offer a supportive work environment, ongoing training, and opportunities for advancement within the company. If you are passionate about helping others navigate the complexities of the tax system and are looking for a rewarding career, we encourage you to apply.

Responsibilities

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  • Prepare and file federal, state, and local tax returns
  • Review financial records, such as income statements and documentation of expenditures
  • Interview clients to obtain additional information on taxable income and deductible expenses
  • Ensure compliance with all applicable tax laws and regulations
  • Advise clients on tax planning and strategies to minimize tax liability
  • Maintain accurate and organized client records
  • Stay current on changes in tax legislation and regulations
  • Respond to IRS and state tax authority inquiries on behalf of clients
  • Calculate tax liabilities and refunds
  • Assist clients with audits and other tax-related issues

Requirements

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  • Proven experience as a Tax Preparer or similar role
  • Thorough knowledge of tax procedures and laws
  • Familiarity with tax preparation software (e.g., TurboTax, ProSeries)
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and accuracy
  • Good communication and interpersonal skills
  • Ability to handle confidential information responsibly
  • High school diploma or equivalent; degree in Accounting or Finance preferred
  • Certification such as CPA or Enrolled Agent (EA) is a plus
  • Ability to work extended hours during tax season

Potential interview questions

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  • How many years of experience do you have in tax preparation?
  • Are you familiar with any tax preparation software? If so, which ones?
  • Do you hold any certifications such as CPA or EA?
  • Can you describe a time you helped a client reduce their tax liability?
  • How do you stay updated on changes in tax laws?
  • Are you comfortable working overtime during tax season?
  • Have you ever represented a client during an audit?
  • What types of clients have you worked with (individuals, businesses, etc.)?
  • How do you ensure accuracy in your work?
  • What is your approach to handling confidential client information?