Tax Preparer Job Description
Tax preparer
provides support to tax accounting and tax compliance functions specifically related to Income tax provision and Federal Income Tax returns.
Tax Preparer Duties & Responsibilities
To write an effective tax preparer job description, begin by listing detailed duties, responsibilities and expectations. We have included tax preparer job description templates that you can modify and use.
Sample responsibilities for this position include:
Business Return and Personal Tax Return Experience
Generating business growth
Prepare and review personal and business tax returns
Tax Planning for business clients
Conducting tax interviews with clients
Ensuring client confidentiality and privacy
Preparing complex tax returns
Increasing retention of all clients
Prepare complex tax returns
Offering additional products and services
Tax Preparer Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Preparer
List any licenses or certifications required by the position: EA, PTIN, CPA
Education for Tax Preparer
Typically a job would require a certain level of education.
Employers hiring for the tax preparer job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Marketing, Computer, Communication, Leadership, Accounting
Skills for Tax Preparer
Desired skills for tax preparer include:
Computer functions
Computer functions and math
Business
Canadian Income Tax Act
Basic accounting concepts involved in tax return preparation
QuickBooks
Basic accounting concepts involved in tax return preparation ideal
Microsoft Office
Accounts payable/accounts receivable
Tax concepts and the ability to apply these services to various client situations
Desired experience for tax preparer includes:
Providing mentoring and supporting teammates
Prepare tax returns for individuals, corporations and partnerships
Have exposure to a wide variety of industries including manufacturing/distribution, service, construction and other commercial entities
Research various tax issues related to the tax compliance and tax planning duties
Prepare quarterly and year-end tax projections using BNA tax software
Prepare and or review sales tax returns and payroll tax returns
Tax Preparer Examples
1
Tax Preparer Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax preparer. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax preparer
- Draft correspondence to the IRS and other government agencies regarding various tax issues
- Prepare and or review financial statements for entities & individuals
- May perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
- Prepare, provide tax compliance and tax advisory services to individuals
- Respond to client and firm associate requests in a timely, accurate and professional manner
- Prepare and review client correspondence, letters, e-mail
- Resolve IRS & State letters
- Plan and schedule engagement fieldwork with clients
- Communicate proactively with clients and other employees on important matters in a timely manner
- Maintain confidentiality of all customer data
Qualifications for tax preparer
- CTEC certified tax preparer with 2+ years of experience in tax preparation
- UltraTax and Lacerte knowledge
- Full-time and year-round position
- 4-year accounting degree or equivalent experience
- 3+ years experience preparing various tax returns preferred
- Schedule C's
2
Tax Preparer Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax preparer. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for tax preparer
- Prepare and complete sales tasks and prepare quotes
- Prepare, provide tax compliance and tax advisory services to corporations and individuals
- Prepare individual, partnership, trust and corporate tax returns that are simple to moderate in nature
- Enter all tax return data into professional tax programs
- Ability to meet deadlines, work overtime and handle the related pressure
- Work closely with clients and tax authorities to ensure discrepancies are resolved quickly and correctly
- Prepare and review individual tax returns
- Assist tax staff in all aspect tax preparation
- Additional assignment as directed
- Assist with tax preparation for all long term missionaries
Qualifications for tax preparer
- Partnership taxes
- S-corps
- Prefer to have someone with a tax background (Tax Assembly, Accounting assistant, Jr
- Minimum 1-year experience preparing taxes
- PTIN required
- Enrolled Agent or working towards EA certification preferred
3
Tax Preparer Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax preparer. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for tax preparer
- Gather, analyze, and interpret financial, bank, and personal statements
- Financial Compilations
- Prepare and process Individual, High Net Worth, S Corps, Trusts and Partnerships Returns
- Interview the client to determine that all income is reported and all allowable deductions are claimed
- Directly prepare the client’s return, based upon the information provided by the client and the client’s answers provided on the intake form
- Prepare only those returns for which training and certification were provided
- Inform / refer the client to the other services offered
- Maintain the confidentiality of the client’s information
- Ensure that on-site quality review is performed on the return
- Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted
Qualifications for tax preparer
- Knowledge of issues such as passive loss rules, rental real estate, at-risk limitations, foreign taxes, and AMT
- Knowledge of Microsoft Word and Excel programs required
- 2+ tax seasons of preparations
- Must have knowledge of 1040s, 1120s and 1065s
- Lacerte experience
- Minimum of 5 tax seasons in public environment as Tax Accountant (CPA is a plus)
4
Tax Preparer Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax preparer. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax preparer
- Fixed asset, depreciation and applicable adjustments to the general ledger
- Research tax related questions and issues
- Greet all customers in a detail oriented, friendly, and timely manner, in person and via the store telephone
- Assist in other tasks and duties assigned by management
- Conducting face-to-face tax interviews with clients
- Preparing complete and accurate tax returns
- Answering current year tax questions clients may have
- Review and prepare compilations, reviews and certified audits
- Uncover potential deductions and credits
- Advise against potential tax liabilities
Qualifications for tax preparer
- Extensive knowledge of buisness tax, individual tax, and not for profit tax
- S-Corp, C-Corp, and 990 filings
- Trust and partnership experience, a plus but not necessary
- Availability end of January 2018 to mid April 2018
- Prior tax preparation experience a plus, but can be trained
- Ability to navigate simple tax preparation software
5
Tax Preparer Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax preparer. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for tax preparer
- Review financial records such as income statements and documentation of expenditures
- Interview clients to get a thorough picture of financial situation
- Verify totals on past forms for accuracy
- Calculate and invoice for form preparation fees
- Consult tax law handbooks for especially difficult tax returns
- Recommend additional products and services
- Responsible for the preparation of taxes for Individuals, S-Corporations, C-Corporations, Partnerships, and some Estates & Trusts
- Assist with the GL and the preparation of financials for our entity clients
- Prepare individual and corporate tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
- Adhere to the firm written tax practice standards and the firm's 1040 Procedure Manual
Qualifications for tax preparer
- Tax preparation experience a big plus, but not required
- Ability to adapt to new technology and various software programs
- Ability to strictly maintain confidentiality
- ProSeries experience
- Bachelor's or graduate degree in accounting, finance or related field required
- Working knowledge of ProSeries