Tax Preparer

7Cs Management Inc; Texas; On-site; USD 21,000 - 39,000; Full time

Job summary

Conlon Tax Service in Temple, TX is seeking goal-driven tax preparers to analyze client tax data and prepare Federal and State returns. Roles include seasonal, part-time, and full-time positions with a focus on accuracy and confidentiality to promote repeat business.

Candidates should have knowledge of tax laws and Form 1040, with strong customer service and communication skills. QuickBooks experience is a plus; bilingual abilities are welcome.

Qualifications

• Experience in tax preparation preferred but not required.
• Knowledge of tax laws and Form 1040 familiarization helpful.
• Desire to obtain a tax credential or certification.
• Strong customer service with attention to detail and communication.
• Proficiency with basic tax software, word processing and spreadsheets.
• High school diploma or GED; coursework in tax or accounting; bilingual a plus.

Responsibilities

• Analyze tax data submitted by clients and prepare Federal and State returns.
• File and submit tax returns and maintain confidentiality.
• Provide future tax planning guidance to clients.
• Deliver excellent service to promote repeat business.
• Handle simple to complex returns for individuals and small businesses.

Skills

Customer service

Communication

Time management

Attention to detail

Bilingual

Education

High school diploma or GED

Associate or Bachelor's degree in accounting/finance

Tools

QuickBooks

Job description

Job Description

Conlon Tax Service is looking for an several individuals to join our team in Temple. We are looking for a goal-driven tax preparers to analyze tax data submitted by clients and filing and submitting tax returns. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. You will prepare simple and complex, individual and small business Federal and State tax returns. The positions open are seasonal, part time and full time.

Qualifications

Prior individual and business tax preparation experience in a tax practice or retail setting a plus, but not mandatory.

Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules helpful

Ability/motivation to expand expertise and obtain a tax credential or certification

Strong customer service skills.

Proficiency with common tax preparation, word processing and spreadsheet software applications helpful

Great organizational skills, including time management and strategic thinking

Strong written and verbal communication skills and keen attention to detail

Tax Preparer candidates should have at least a high school diploma or GED and completed coursework in tax preparation, accounting, bookkeeping, business finance or other relevant topics. Roles that only handle simple tax returns may only require minimum education and on-the-job training. Roles with more complex tax return duties may require an associate or bachelor’s degree in accounting, finance, or another relevant field. Bilingual and QuickBooks experience a plus.

Company Description

We are a family owned, small business, with the desire to build long term relationship with our staff and our clients, we serve our community with excellent customer service.