Tax Preparer

Don & Associates LLC; United States; Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Professional development assistance

Referral program

Job summary

Don & Associates LLC seeks a motivated Tax Preparer to join our team. This entry-level role includes comprehensive training and the support needed to obtain a PTIN to legally prepare tax returns.

Work remotely with a focus on client service and accuracy as you develop tax preparation skills. You will prepare individual returns, gather documents, and communicate clearly with clients to ensure compliant filings.

Qualifications

• No prior experience required; training will be provided.
• Ability to learn and operate tax preparation software.
• Strong communication skills for client interaction and support.

Responsibilities

• Prepare individual tax returns accurately using tax software.
• Communicate with clients to gather documents and information.
• Provide excellent customer service by answering questions and concerns.
• Ensure filings comply with current tax laws and regulations.
• Maintain organized records of client information and documents.
• Protect confidentiality and security of sensitive client data.

Skills

Communication skills

Client interaction

Attention to detail

Tools

Tax software

Job description

Overview

We are seeking a motivated and detail-oriented Tax Preparer to join our team. This role involves assisting clients with their tax return preparation and ensuring compliance with tax regulations. No prior experience is necessary, as comprehensive training will be provided. The ideal candidate must be able to obtain a PTIN (Preparer Tax Identification Number) to legally prepare tax returns. This position offers an excellent opportunity to develop skills in tax preparation within a supportive environment focused on customer service and client communication.

Duties

• Prepare individual tax returns accurately and efficiently using tax preparation software
• Communicate effectively with clients to gather necessary tax documents and information
• Provide exceptional customer service by addressing client questions and concerns
• Ensure all tax filings comply with current tax laws and regulations
• Maintain organized records of client information and submitted documents
• Assist in maintaining confidentiality and security of sensitive client data

Requirements

• No prior experience necessary; training will be provided
• Ability to learn and operate tax preparation software
• Strong communication skills for client interaction and support
• Must be able to obtain a PTIN (Preparer Tax Identification Number) prior to or during employment
• Attention to detail and accuracy in handling financial information
• Customer service orientation with a professional attitude

Join our team as a Tax Preparer and gain valuable experience in the field of tax preparation while helping clients navigate their financial responsibilities efficiently. We welcome motivated individuals eager to learn and grow in a dynamic environment.

Pay: $30,000.00 - $70,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: Remote