Tax Preparer

Liberty Tax, Inc.; Columbus (OH); Hybrid; USD 28,000 - 40,000; Part time

Job summary

Liberty Tax Service in Columbus, OH seeks a Tax Preparer to prepare individual and small business tax returns and deliver excellent customer service. You will review records, ensure compliance with tax regulations, and stay current with changing laws.

The role involves accurate data entry, client interviews, and collaboration with office staff. Ideal candidates have 1–3 years of tax prep experience, an associate degree or related field, and proficiency with tax software and MS Office.

Qualifications

• Strong knowledge of federal, state and local tax laws and regulations.
• Proficiency in tax preparation software and Microsoft Office.
• 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 be eligible to receive.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records to determine required forms 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 tax information and explain outcomes.
• Stay updated on tax laws through ongoing education and training.
• Verify data entered into tax software for accuracy.
• Maintain organized records of client interactions and tax returns.
• Assist in mentoring junior staff as needed.

Skills

Tax law knowledge (federal/state/local

Attention to detail

Analytical/problem-solving

Communication skills

Independent work

PTIN eligibility

Education

Associate degree in accounting/finance or related field

Tools

Tax preparation software

Microsoft Office Suite

Job description

3733 E Broad Street
Columbus, OH 43213 (Office 10018)

Job Title:Tax Preparer

Department/Business Unit:Managed Operations

Reports to:Office Supervisor

Status:Seasonal

FLSA Status:Non-Exempt

Job Summary

Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

Responsibilities/Duties

Tax Preparation:

• 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.

Customer Service:

• 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.

Compliance and Accuracy:

• 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.

Documentation and Recordkeeping:

• Maintain organized and accurate 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.

Training and Development:

• Participate in training sessions and continuing education 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.

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.

Education and Experience

• Associate’s degree in accounting, finance, or a related field; or equivalent experience.
• Minimum of 1-3 years of experience in tax preparation.

Physical Requirements

Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.

Liberty Tax Service is an equal opportunity employer.