Seasonal Tax Pro: Help Clients Maximize Returns

Liberty Tax, Inc.; Fort Worth (TX); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Liberty Tax Service in Fort Worth, TX is seeking a Tax Preparer to assemble accurate individual and small business tax returns while delivering excellent client service during tax season.

You will review documents, stay current with tax laws, ensure compliance, and use tax software to prepare returns. This is a seasonal role requiring PTIN eligibility and offers opportunities to assist clients with planning and questions.

Qualifications

• Knowledge of federal, state, and local tax laws and regulations.
• Proficiency with tax preparation software and Microsoft Office.
• Excellent attention to detail and strong organizational skills.
• Analytical and problem-solving abilities with data accuracy focus.
• Superior written and verbal communication skills.
• Ability to work independently and manage multiple priorities.
• Must have PTIN or be eligible to receive one.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records to determine required forms for tax returns.
• Ensure compliance with federal, state, and local regulations.
• Provide outstanding customer service and address client questions promptly.
• Conduct client interviews to gather information about tax situations.
• Explain outcomes and offer tax planning guidance.
• Stay updated on tax laws via ongoing education and training.
• Maintain organized records of client interactions and returns.
• Ensure secure filing and follow up on missing information.
• Participate in training and mentor junior staff as needed.

Skills

Federal/state/local tax laws

Tax software proficiency

Attention to detail

Analytical/problem solving

Strong communication

Independence/multi-tasking

PTIN eligibility

Education

Associate’s degree in accounting/finance

Tools

Tax preparation software

Microsoft Office Suite

Job description

Liberty Tax Service in Fort Worth, TX is seeking a Tax Preparer to assemble accurate individual and small business tax returns while delivering excellent client service during tax season.

You will review documents, stay current with tax laws, ensure compliance, and use tax software to prepare returns. This is a seasonal role requiring PTIN eligibility and offers opportunities to assist clients with planning and questions.