Seasonal Tax Pro: Accurate Returns & Client Care

Liberty Tax, Inc.; Broken Arrow (OK); Hybrid; USD 28,000 - 42,000; Full time

Job summary

Liberty Tax Service is seeking a Tax Preparer to prepare individual and small business tax returns and provide excellent client service. The role requires staying current with tax regulations and ensuring accuracy and compliance.

Responsibilities include reviewing records, interviewing clients, and explaining outcomes while maintaining organized records and supporting training for staff as needed.

Qualifications

• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Excellent attention to detail and organizational skills.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Stay updated on current tax laws and regulations through ongoing education and training.
• Verify the accuracy of data entered into tax software.
• Maintain organized and accurate records of all client interactions and tax returns.
• Keep up to date with client files and follow up on missing information.
• Participate in training sessions and continuing education to maintain professional credentials.
• Assist in mentoring and training junior staff members as needed.

Skills

Tax knowledge

Tax software literacy

Attention to detail

Communication skills

Independence

PTIN eligibility

Education

Associate's degree in accounting/finance

Tools

Tax software

Microsoft Office

Job description

Liberty Tax Service is seeking a Tax Preparer to prepare individual and small business tax returns and provide excellent client service. The role requires staying current with tax regulations and ensuring accuracy and compliance.

Responsibilities include reviewing records, interviewing clients, and explaining outcomes while maintaining organized records and supporting training for staff as needed.