Seasonal Tax Return Pro: Accuracy & Client Care

Liberty Tax, Inc.; District Heights (MD); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

Liberty Tax Service is seeking a Seasonal Tax Preparer to join our Managed Operations team in District Heights, MD. The role focuses on preparing federal, state, and local tax returns for individuals and small businesses, while delivering excellent customer service and staying current with tax regulations.

Responsibilities include interviewing clients, explaining outcomes, and ensuring accuracy and compliance across all returns.

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, 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.

Skills

Tax laws

Attention to detail

Communication skills

Time management

Independent work

PTIN eligibility

Tax software

Microsoft Office

Education

Associate degree in accounting/finance

Equivalent experience

Tools

Tax software

Microsoft Office

Job description

Liberty Tax Service is seeking a Seasonal Tax Preparer to join our Managed Operations team in District Heights, MD. The role focuses on preparing federal, state, and local tax returns for individuals and small businesses, while delivering excellent customer service and staying current with tax regulations.

Responsibilities include interviewing clients, explaining outcomes, and ensuring accuracy and compliance across all returns.