Seasonal Tax Pro: Precise Returns & Client Support

Liberty Tax, Inc.; Sherwood (AR); Hybrid; USD 30,000 - 48,000; Full time

Job summary

Liberty Tax Service is seeking a Seasonal Tax Preparer to accurately prepare individual and small business returns, interview clients, and ensure compliance with tax laws. You will review records, stay current with regulations, and provide tax planning guidance as needed.

The role requires proficiency with tax software and MS Office, strong attention to detail, and the ability to manage multiple client files through a busy seasonal period in Sherwood, AR.

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.
• 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 to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns and questions.
• 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.
• Ensure all returns are prepared in compliance with relevant laws and regulations.
• Verify the accuracy of data entered into tax software.
• Maintain organized records of all client interactions and tax returns.
• Ensure all required documents are filed correctly and securely.
• Keep up to date with client files and follow up on missing information.
• Participate in training sessions to maintain professional credentials.
• Stay informed about changes in tax laws and software updates.
• 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 laws knowledge

Attention to detail

Organizational skills

Communication skills

Independent worker

PTIN eligibility

Education

Associate's degree in accounting or related field

Tools

Tax preparation software

Microsoft Office Suite

Job description

Liberty Tax Service is seeking a Seasonal Tax Preparer to accurately prepare individual and small business returns, interview clients, and ensure compliance with tax laws. You will review records, stay current with regulations, and provide tax planning guidance as needed.

The role requires proficiency with tax software and MS Office, strong attention to detail, and the ability to manage multiple client files through a busy seasonal period in Sherwood, AR.