Tax Preparer

Job Title

Tax Preparer

Managed Operations

Office Supervisor

Seasonal

Non-Exempt

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.

• Tax Preparation – Prepare individual and small business tax returns accurately and efficiently; review financial records; ensure compliance with federal, state, and local tax regulations.
• Customer Service – Provide outstanding service by addressing client concerns promptly; conduct client interviews; explain tax return outcomes and offer tax‑planning advice.
• Compliance and Accuracy – Stay updated on current tax laws through ongoing education; verify all returns comply with relevant regulations; ensure data entered into tax software is accurate.
• Documentation and Record‑Keeping – Maintain organized, accurate records of all client interactions and tax returns; file required documents correctly and securely; follow up on missing information.
• Training and Development – Participate in training sessions to maintain credentials; stay informed about changes in tax laws and software updates.
• Collaboration – Work closely with other tax professionals and office staff for seamless workflow; assist in mentoring junior staff; contribute to marketing execution as needed.

• 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 be eligible to receive one.

• Associate's degree in accounting, finance, or a related field; or equivalent experience.
• Minimum of 1–3 years of experience in tax preparation.

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.

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.