Seasonal Tax Preparer

Seasonal Tax Preparer – Edwardsville Bank

Reports To: Controller / Director of Tax

Location: 6659 Center Grove Rd, Edwardsville, IL 62025

Job : 169

Classification: Non‑Exempt/Hourly

Job Type: Seasonal

# of Openings: 1

• Prepare tax returns for individuals, small businesses, trusts and small estates.

• Computes taxes owed or overpaid and complete entries on forms, following tax form instructions and tax tables.
• Prepares simple to complex tax returns for individuals and small businesses.
• Uses all appropriate adjustments, deductions and credits to keep client’s taxes to the legal minimum.
• Interviews clients to obtain additional information on taxable income and deductible expenses.
• Reviews financial records such as income statements and documentation of expenses to determine forms needed to prepare tax returns.
• Consults tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculates form preparation fees according to return complexity and processing time required.
• Checks data input and verifies totals to detect errors in arithmetic, data entry or procedures.
• Interacts positively with clients regarding their personal tax situations.
• Other duties as assigned.

• Strong and professional communication skills – verbal and written.
• Mathematical orientation.
• Working knowledge of current federal and state tax laws and procedures.
• Strong technology skills, along with working knowledge of Microsoft Office (Word, Excel), traditional office products (copiers, fax machines, ten‑keys, phones, etc.) and computers/software specific to tax preparation.
• Ability to display proper phone etiquette and customer service skills.
• Strong writing skills – uses accurate word usage, grammar, spelling, and punctuation in all written correspondence.
• Conflict resolution – remains professional when dealing with challenging situations.
• Problem solving – identifies and resolves problems timely and able to troubleshoot errors.
• Ability to work independently and as part of a team.
• Teamwork – contributes to building a positive team spirit.
• Basic understanding of the banking industry, regulations, policies and best practices.
• Organized, detail‑oriented and analytical.
• Ability to use logic and reasoning.

• B.S./B.A. in business, accounting, management or similar field (preferred). Equivalent tax industry experience may be considered.
• 3–5 years of tax industry experience (preferred).
• Enrolled Agent or CPA (preferred).

• Constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, calculators and fax machines.
• Availability during core banking hours (Monday–Friday 8:00 am–5:00 pm) and during the tax season (approximately January–May); flexible to work as needed to review tax returns.
• Occasionally requires local travel including offsite trainings and meetings.
• Regularly remains in a stationary position at least 50% of the time.
• Constantly moves about the inside of the bank to access supplies and equipment and to assist customers and coworkers.
• Regularly required to talk or hear; frequently required to stand, walk, use hands to handle or feel, and reach with hands and arms; regularly required to lift up to 15 lbs.
• Ability to multi‑task, work in a fast‑paced, changing environment and maintain a commitment to accuracy and timeliness.
• Ability to follow policies, procedures and written instructions, as well as verbal instructions or directions from the supervisor.
• Ability to maintain confidentiality.

• $20.00 – $32.00 per hour, eligible for performance‑based bonuses and incentives.
• Health Insurance for eligible employees.
• Flexible Spending Account (FSA) and Dependent Care Flexible Spending Account (DCFSA).
• Ability to accrue Flexible Leave.
• 401(k) with company match for eligible employees.

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