Tax Preparer- Managed Operations CA

Liberty Tax; Garden Grove (CA); On-site; USD 21,000 - 30,000; Full time

Job summary

Liberty Tax Service in Garden Grove, CA is seeking a Tax Preparer to assemble accurate tax returns for individuals and small businesses and to deliver excellent customer service during the tax season.

The role requires staying current with tax regulations, reviewing financial records, and ensuring compliance across federal, state, and local laws. You will work with a team and may mentor junior staff as needed.

Qualifications

• Strong knowledge of federal, state, and local tax laws.
• Proficiency in tax preparation software and Microsoft Office.
• 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.
• CTEC Certification must be obtained within the specified hiring parameters.

Responsibilities

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records to determine forms needed for tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide outstanding customer service by addressing client concerns promptly.
• Conduct client interviews to gather tax information and explain outcomes.
• Stay updated on current tax laws through ongoing education and training.
• Verify accuracy of data entered into tax software.
• Maintain organized records of client interactions and tax returns.
• Assist in mentoring and training junior staff as needed.

Skills

Tax software proficiency

Attention to detail

Analytical ability

Verbal and written communication

Independent work

PTIN eligibility

CTEC certification readiness

Education

Associate degree in accounting/finance

Equivalent experience

Tools

Microsoft Office

Tax preparation software

Job description

Department/Business Unit: Managed Operations

Reports to: Office Supervisor

Status: Seasonal

FLSA Status: Non-Exempt

This is to create a candidate pool in Garden Grove, CA.

Job Summary

Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

Responsibilities/Duties

Tax Preparation

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, 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 up to date with client files 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.
• Work closely with other tax professionals and office staff to ensure a seamless workflow.
• Assist in mentoring and training junior staff members as needed.

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.
• Upon hire, must be able to obtain CTEC Certification through the State of California using the hiring parameters outlined below:
  • If hired prior to December 16th, must obtain CTEC Certification prior to January 1st
  • If hired after December 16th, must obtain CTEC Certification within 2 weeks of employment

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.

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.