Tax Preparer

CPA Tax Advisors LLC; Atlanta (GA); On-site; USD 21,000 - 34,000; Part time

Job summary

CPA Tax Advisors LLC in Fayetteville, GA seeks a part-time Tax Preparer to perform tax preparation duties in person. The role may involve travel within the Atlanta metro area during peak season and requires handling client records and filings with federal, state, and local agencies.

Responsibilities include informing clients about the process, inputting data, calculating taxes owed or refunds, and maintaining client relationships.

Responsibilities

• Inform clients about the tax preparation process.
• Collect relevant financial records like pay stubs and income statements.
• Input data from financial records into tax return software or databases.
• Apply federal, state, and local tax law to determine deductions and tax amounts.
• Prepare tax returns for individuals, corporations and trusts based on experience.
• Complete and file tax documents with IRS, state and local agencies as applicable.
• Represent clients with applicable agencies when required.
• Build client relationships to promote and expand the business.
• Keep clients updated on the status of their tax return.
• Assist during peak season and travel within the Atlanta metro area as needed.

Job description

Now Hiring! Part Time Tax Preparer in Fayetteville, Ga

• Office Based
• Location: Fayetteville, Ga
• May consist of up to 20 % travel thru Atlanta metro area to support other locations during peak season

To provide professional services, including but not limited to tax preparation. For example, tax preparation services shall consist of:

• Informing clients or employers about the tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software or databases
• Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
• Preparing tax returns for individuals, corporations, and trusts, based on experience and training
• Completing and filing (if applicable) tax documents with appropriate agencies, like the IRS, state, and local government entities
• Acting as a representative for clients with applicable agencies as required
• Building customer relationships to promote and expand the business
• Keeping clients abreast of the status of their tax return

This role may also consist of the following:

• Consulting with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities (as applicable to level, training, and experience)
• Reviewing previous tax returns and financial documents to identify missing or incomplete information or documentation
• Reviewing all supplied financial information for accuracy
• Using the appropriate accounting software or system to prepare tax returns
• Calculating taxes owed or refunds due to clients; consulting tax law publications for guidance on unusual situations
• Submitting tax returns to senior accountant and or CPA for review
  
• Maintaining an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
• Performing other related duties as assigned

Work Location: In person