Insurance and Tax Agent

and the job listing Expires on March 4, 2026

Be responsible for income tax preparation for individuals and companies.

Identify potential tax credits & liabilities and ensure accurate and complete tax returns are filed in a timely manner.

Complete tax forms in accordance with legislation and regulations.

• Compute taxes owned by following tax code.
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
• Help taxpayers by using their Federal, State & local codes and see to it that clients receive the maximum benefits permitted under the law of Government.
• Uncover potential deductions and credits.
• Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes.
• Review financial records such as income statements and documents of expenditures.
• Interview clients to get a thorough picture of financial situation.
• Verify totals on past forms for accurate.
• Calculate and invoice for form preparation fees.
• Consult tax law handbooks for especially difficult tax returns.
• Resolve customer complaints.
• Recommend additional products and services.
• Prepare tax returns using electronic filing software.
• Ensure a copy of the completed return is provided to the customer.