Seasonal Tax Pro: Accurate Returns & Client Advisory

Liberty Tax, Inc.; Tucson (AZ); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

Liberty Tax Service is seeking a seasonal Tax Preparer to prepare individual and small business returns, review records, and ensure compliance with tax laws. Provide excellent customer service and gather information through client interviews.

You will stay current with tax regulations, maintain accurate files, and assist in training junior staff as needed, with flexibility for overtime during peak season.

Qualifications

• Strong knowledge of federal, state, and local tax laws.
• Proficiency in tax preparation software and Microsoft Office.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities.
• Must have PTIN or eligible to receive.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records to determine forms needed for tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns and questions promptly.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and provide tax planning advice.
• Stay updated on current tax laws and software updates.
• Verify the accuracy of data entered into tax software.
• Maintain organized and accurate records of all client interactions and tax returns.
• Assist in mentoring and training junior staff members as needed.

Skills

Tax software

Microsoft Office

Attention to detail

Communication

Independent work

PTIN eligibility

Education

Associate degree in accounting

Tools

Tax preparation software

Job description

Liberty Tax Service is seeking a seasonal Tax Preparer to prepare individual and small business returns, review records, and ensure compliance with tax laws. Provide excellent customer service and gather information through client interviews.

You will stay current with tax regulations, maintain accurate files, and assist in training junior staff as needed, with flexibility for overtime during peak season.