Tax Return Preparer

Job Description

Prepare simple individual income tax returns for the general public, including multilingual communities, in a face-to-face setting. This role handles basic W-2 returns, returns with dependents, and itemized deduction returns, and requires bilingual communication skills.

Responsibilities

• Prepare individual income tax returns, including Form 1040 filings
• Conduct client interviews to gather accurate tax information
• Review tax documents and verify income
• Analyze deductions, including itemized deductions
• Enter client data accurately into tax software
• Complete tax calculations for returns with dependents and W-2 income
• Communicate tax-related information clearly with clients
• Maintain organized tax records and documentation

Required Qualifications

• At least 1 year of experience preparing individual tax returns
• High school diploma or equivalent
• Knowledge of individual income taxation and Form 1040 preparation
• Experience with tax software and tax documentation
• Accurate data entry skills
• Bilingual communication skills
• Strong attention to detail
• Client service skills