Seasonal Tax Pro: Prep, Planning & Client Service

Liberty Tax, Inc.; Red Bank (TN); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Liberty Tax Service in Red Bank, TN is seeking a Seasonal Tax Preparer to join the Managed Operations team. You will prepare individual and small business returns, review records, and ensure compliance, delivering excellent client service during tax season.

This role requires attention to detail, knowledge of federal/state/local tax rules, proficiency with tax software, and the ability to work independently while coordinating with the Office Supervisor and staff.

Qualifications

• Strong knowledge of federal, state, and local tax laws and regulations.

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 and address client questions promptly.
• Conduct client interviews to gather information about tax situations.
• Explain tax return outcomes and provide tax planning guidance.
• Stay updated on tax laws through ongoing education and training.
• Verify accuracy of data entered into tax software.
• Maintain organized records of client interactions and tax returns.
• Keep client files updated and follow up on missing information.
• Mentor junior staff as needed.

Skills

Federal/state/local tax laws

Tax software

Microsoft Office

Attention to detail

Organizational skills

Communication skills

Independent work

PTIN

Education

Associate degree

Accounting/Finance

Tools

Tax software

Microsoft Office

Job description

Liberty Tax Service in Red Bank, TN is seeking a Seasonal Tax Preparer to join the Managed Operations team. You will prepare individual and small business returns, review records, and ensure compliance, delivering excellent client service during tax season.

This role requires attention to detail, knowledge of federal/state/local tax rules, proficiency with tax software, and the ability to work independently while coordinating with the Office Supervisor and staff.