Tax Preparer

Klein Tax Service; Milwaukee (WI); On-site; USD 25,000 - 39,000; Full time

Job summary

Klein Tax Service in Milwaukee seeks a Tax Preparer to help individuals and businesses navigate tax compliance with accuracy and clarity. You will prepare accurate returns, discuss strategies with clients, and contribute to growth through prospect relationships.

Responsibilities include preparing returns for individuals, partnerships, and corporations, ensuring compliance, and staying updated on tax laws. The role is in-person at our Milwaukee office with potential evening/weekend hours during

Qualifications

• Experience in a service-oriented environment handling customers.
• Solid understanding of tax law and compliance standards.
• Proven experience preparing tax returns for individuals.
• Proficiency with tax software (Drake or similar).
• Strong analytical and math skills (including 10-key).

Responsibilities

• Prepare individual, partnership, and corporate tax returns using professional tax software.
• Ensure tax documents are accurate and compliant with current laws.
• Analyze financial data and identify deductions or credits to maximize client benefits.
• Communicate with clients to gather information and explain tax strategies.
• Stay updated on changes in tax law to advise on reporting and compliance.
• Assist in client acquisition through building relationships with prospects.

Skills

Customer service

Tax knowledge

Analytical math

Multi-tasking

Tools

Drake software

Job description

Join our dynamic team as a Tax Preparer and become a vital part of helping individuals and businesses navigate the complexities of tax compliance with confidence and clarity. In this energetic role, you will leverage your expertise in tax law with strategies to prepare accurate tax returns, provide exceptional client service, and contribute to our firm’s growth through client acquisition. Your proactive approach and attention to detail will ensure clients receive thorough, compliant, and optimized tax solutions. This paid position offers an exciting opportunity to develop your skills in a fast-paced environment dedicated to excellence.

Responsibilities

• Prepare individual, partnership, and corporate tax returns using professional tax preparation software.
• Ensure all tax documents are accurate, complete, and compliant with current tax laws and regulations.
• Analyze financial data, review supporting documentation, and identify potential deductions or credits to maximize client benefits.
• Communicate effectively with clients to gather necessary information, explain tax strategies, and answer questions about their filings.
• Stay updated on changes in tax law and regulations to provide expert guidance on tax reporting and compliance requirements.
• Assist in client acquisition efforts through building strong relationships with new prospects.

Requirements

• Experience engaging with customers in a service-oriented environment
• Proven experience in tax preparation with a strong understanding of tax law and compliance standards.
• Demonstrated expertise in tax return preparation for individual clients.
• Proficiency with tax preparation software (such as Drake or similar platforms).
• Strong analysis skills combined with excellent math proficiency (including 10 key typing) to interpret financial data accurately.
• Knowledge of partnership taxation, corporate accounting practices, and technical accounting principles is a plus.
• Ability to manage multiple tasks efficiently while maintaining attention to detail under tight deadlines.
• This is an in-person role at our tax office at 3600 S Howell Ave, Milwaukee
• Ability to work evenings and weekends during tax season
• Earn a competitive hourly rate, with opportunities to increase your earnings

This role is ideal for motivated professionals eager to expand their expertise in tax preparation while delivering outstanding service in a collaborative environment. We welcome applicants who are passionate about tax preparation, thrive on problem-solving, and are committed to helping clients succeed through expert guidance on their taxes.