Our Tax Preparer job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Tax Preparer role
A Tax Preparer is responsible for helping individuals and businesses prepare their taxes, ensuring accuracy and compliance with all relevant legislation. They may also provide advice on how to take advantage of deductions and credits, as well as advice on financial planning.
Role Purpose
The purpose of a tax preparer is to assist people in filing their taxes accurately and efficiently. They are responsible for gathering, organizing and analyzing financial information, as well as preparing and filing tax returns. They also provide advice on tax-related matters, such as filing methods and deductions.
Tax Preparer Summary
The Tax Preparer is responsible for providing timely and accurate preparation of federal, state and local tax returns for individual and/or business clients. This role ensures compliance with all applicable laws and regulations and works to minimize tax liability. The Tax Preparer works closely with clients to ensure all information is accurate and up-to-date. They must possess strong communication, problem-solving and organizational skills.
Tax Preparer Duties
- Gather financial information from clients
- Compile and analyze data
- Complete and file tax returns
- Advise clients on tax laws and regulations
- Respond to inquiries from the IRS and other government agencies
- Keep up to date on changes in tax laws
Tax Preparer Skills
- Attention to detail
- Knowledge of taxes
- Ability to work with numbers
- Familiarity with tax software
Tax Preparer Requirements
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Strong attention to detail
- Solid knowledge of tax preparation software
- Proficiency in Excel
Personal Traits
- Dependability
- Attention to Detail
- Analytical Thinking
- Organizational Skills