Tax Preparer

Liberty Tax; Greenfield (IN); On-site; USD 40,000 - 55,000; Full time

Job summary

A tax preparation company in Greenfield, IN is seeking a Tax Preparer to efficiently prepare individual and small business tax returns. The ideal candidate will have an associate's degree in accounting or finance, and 1-3 years of tax preparation experience. Responsibilities include preparing tax returns, providing customer service, and ensuring compliance with tax laws. This role offers a full-time position during the busy tax season.

Qualifications

• Minimum of 1-3 years of tax preparation experience.
• Must have PTIN or be eligible to receive it.
• Strong organizational skills.

Responsibilities

• Prepare individual and small business tax returns accurately.
• Provide outstanding customer service.
• Stay updated on current tax laws.

Skills

Knowledge of federal, state, and local tax laws

Proficiency in tax preparation software

Attention to detail

Analytical skills

Communication skills

Education

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

Tools

Microsoft Office Suite

Job description

Overview

Join to apply for the Tax Preparer role at Liberty Tax.

Job Title: Tax Preparer
Department/Business Unit: Managed Operations
Reports to: Office Supervisor
Status: Seasonal
FLSA Status: Non-Exempt

Job Details

• Location: Greenfield, IN
• Employment type: Full-time
• Seniority level: Entry level
• Education and Experience: Associate\'s degree in accounting, finance, or related field; or equivalent experience. Minimum of 1-3 years of tax preparation experience.

Responsibilities

• Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records 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 client files up to date 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.
• Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow. Assist in mentoring and training junior staff members as needed. Assist in marketing execution.

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.

Work Environment

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.