Seasonal Tax Pro & Client Service Expert

Liberty Tax, Inc.; Bedford (TX); On-site; USD 33,000 - 42,000; Full time

Job summary

Liberty Tax Service is seeking a Seasonal Tax Preparer to prepare individual and small business returns, interview clients, and ensure compliance with tax regulations. The role emphasizes accuracy, customer service, and staying up to date with evolving tax laws.

The position requires 1–3 years of experience, an associate degree in accounting or related field, and proficiency with tax software and Microsoft Office. Weekend work during tax season may be required.

Qualifications

• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent attention to detail and organizational skills.
• Superior communication skills, both verbal and written.

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 in a timely manner.
• 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 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 client files up to date and follow up on missing information.
• Participate in training sessions and continuing education.
• Work closely with other tax professionals and office staff to ensure a seamless workflow.
• Assist in mentoring and training junior staff members as needed.

Skills

Tax knowledge

Attention to detail

Communication skills

Independent worker

Education

Associate degree in accounting/finance

Tools

Tax software

Microsoft Office

Job description

Liberty Tax Service is seeking a Seasonal Tax Preparer to prepare individual and small business returns, interview clients, and ensure compliance with tax regulations. The role emphasizes accuracy, customer service, and staying up to date with evolving tax laws.

The position requires 1–3 years of experience, an associate degree in accounting or related field, and proficiency with tax software and Microsoft Office. Weekend work during tax season may be required.