The Tax Preparer conducts an in-depth interview with the client and obtains all information and material required for tax return preparation. They fully communicate to clients the procedures, paperwork, and timeframes applicable to the service being provided. The Tax Preparer accurately prepares all paperwork and completes all required data entry according to office policy and procedure.

Character Traits and Skills

Basic tax knowledge
Comfortable with computer
Self-confident
Professional
Friendly
Courteous

Duties:
Provides first-rate customer service by striving to make every client a raving fan
Conducts a thorough client interview
Thoroughly explains the appropriate procedure and flow of the client's chosen service and the benefits of each service offered
Accurately inputs all client information into the Tax Prep Computer
Correctly completes all applicable paperwork for client’s chosen service
Answers and researches all tax questions to completion
Increases tax knowledge: completes all 18 Practice Problems and any intermediate tax course assignments in a timely manner (must complete if hired)
Successfully completes Tax Preparer Certification Level 1 (must complete if hired)
Fulfills all office administrative requirements including clearing out returns on hold and fixing IRS rejects
Acts as the Receptionist when one is not scheduled