Seasonal Tax Pro - Prepare Returns & Advise Clients

Liberty Tax, Inc.; Pflugerville (TX); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

Liberty Tax Service in Pflugerville, TX is seeking a Tax Preparer for a seasonal engagement to help clients file accurate federal, state, and local tax returns while delivering excellent customer service during tax season. You will review financial records, interview clients, use tax software and MS Office, stay updated on tax laws, and maintain organized records.

An associate degree in accounting/finance or equivalent experience with 1–3 years of tax prep is preferred, and PTIN eligibility is

Qualifications

• Associate degree in accounting/finance or equivalent experience.
• 1–3 years of tax preparation experience.
• Proficient with federal, state, and local tax laws.
• Proficient with tax preparation software and Microsoft Office.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records and expenditures to determine forms needed.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client questions promptly.
• Conduct client interviews to gather information about tax situations.
• Explain tax outcomes and offer tax planning advice.

Skills

Tax laws knowledge

Attention to detail

Customer service

Communication

Independent work

PTIN eligibility

Education

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

Tools

Microsoft Office Suite

Tax preparation software

Job description

Liberty Tax Service in Pflugerville, TX is seeking a Tax Preparer for a seasonal engagement to help clients file accurate federal, state, and local tax returns while delivering excellent customer service during tax season. You will review financial records, interview clients, use tax software and MS Office, stay updated on tax laws, and maintain organized records.

An associate degree in accounting/finance or equivalent experience with 1–3 years of tax prep is preferred, and PTIN eligibility is