Tax Preparer

Hader Solutions; San Bernardino (CA); On-site; USD 30,000 - 34,000; Full time

Job summary

Hader Solutions in San Bernardino, CA is seeking an in-store Tax Associate to assist customers with tax-season navigation using TurboTax and QuickBooks, and to prepare federal and state returns.

You will review financial documents to identify deductions and credits for individuals and small businesses, explain outcomes clearly, ensure regulatory compliance, and maintain secure data practices in a on-site team setting.

Qualifications

• Knowledge of tax preparation and financial documentation.
• Ability to communicate complex tax concepts simply.
• Attention to detail and accuracy.
• Understanding of current tax laws and regulations.
• Strong customer service skills.
• Comfort with technology-enabled workflows.

Responsibilities

• Assist customers in navigating tax season using tools like TurboTax and QuickBooks.
• Prepare accurate federal and state tax returns.
• Review financial documents to identify deductions and credits for individuals and small businesses.
• Explain tax outcomes in clear, simple terms to clients.
• Ensure compliance with current tax regulations.
• Maintain strict data security protocols.
• Collaborate with team members in a live, on-site environment.

Skills

Tax prep knowledge

Clear communication

Attention to detail

Tax law understanding

Customer service

Tech-enabled workflows

Job description

• Assist customers in navigating tax season using tools like TurboTax and QuickBooks
• Prepare accurate federal and state tax returns
• Review financial documents to identify deductions and credits for individuals and small businesses
• Explain tax outcomes in clear, simple terms to clients
• Ensure compliance with current tax regulations
• Maintain strict data security protocols
• Collaborate with team members in a live, on-site environment

Role:

In-store Tax Associate

Responsibilities

• Assist customers in navigating tax season using tools like TurboTax and QuickBooks
• Prepare accurate federal and state tax returns
• Review financial documents to identify deductions and credits for individuals and small businesses
• Explain tax outcomes in clear, simple terms to clients
• Ensure compliance with current tax regulations
• Maintain strict data security protocols
• Collaborate with team members in a live, on-site environment

Qualifications & Skills

• Knowledge of tax preparation and financial documentation
• Ability to communicate complex tax concepts simply
• Attention to detail and accuracy
• Understanding of current tax laws and regulations
• Strong customer service skills
• Comfort with technology-enabled workflows