Seasonal Tax Pro for Individuals & Small Biz

Liberty Tax, Inc.; Everett (WA); Hybrid; USD 21,000 - 34,000; Full time

Job summary

Liberty Tax Service is seeking a Tax Preparer to join our Managed Operations team for seasonal tax season work. You will prepare individual and small business returns, review records, and ensure compliance with tax laws while delivering exceptional customer service.

The role requires familiarity with tax software and MS Office, strong attention to detail, and the ability to work independently in a fast-paced environment. Training and ongoing education are available.

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.
• Superior communication skills, both verbal and written.
• Must have PTIN or eligible to receive.
• Ability to work independently and manage multiple priorities.

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

Education

Associate's degree in accounting, finance, or related field

Tools

Tax software

Microsoft Office Suite

Job description

Liberty Tax Service is seeking a Tax Preparer to join our Managed Operations team for seasonal tax season work. You will prepare individual and small business returns, review records, and ensure compliance with tax laws while delivering exceptional customer service.

The role requires familiarity with tax software and MS Office, strong attention to detail, and the ability to work independently in a fast-paced environment. Training and ongoing education are available.