Tax Preparer Job Description: Top Duties and Qualifications

A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.

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Tax Preparer duties and responsibilities

Tax Preparers perform many accounting, customer service and organizational tasks to help maintain the financial health of their clients or employer. Their duties and responsibilities often include:

  • Informing clients or employers on the tax preparation process
  • Collecting relevant financial records, including pay stubs and income statements
  • Inputting data from financial records into tax return software or databases
  • Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
  • Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
  • Acting as a representative for clients with applicable agencies as required
  • Building customer relationships to promote and expand the business

Tax Preparer Job Description Examples:

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Tax Preparer

Remote Position

Conner Tax and Services, LLC is a growing 100% cloud-based

  • tax advisory firm specializing in helping small businesses lower their tax liability and build growth in profits.

    We are looking to Train and Hire individuals for the tax season. Join a fun, friendly, empowering team and let us teach you how to better understand taxes, your situation and other individuals! Work from home, an office space or on the go! Set your own schedule!

    Business and individual tax returns prepared on a contract basis.

    Responsibilities:

  • Work from Home office

  • Prepare tax returns (individual, corporate and partnership) for various businesses

    You will learn:

  • New Tax Laws

  • Customer Service skills

  • Prepare Individual, Schedule C and Business returns

  • Learn the latest tax laws and filing practices

  • How to onboard clients through the cloud based filing process

  • Techniques to advise clients on their financial goals

    What we offer:

    - Paid TAX TrainING

    - Free Software & TrainING

    - Create Your OWN Schedule

    - Work From Home

    -Revenue Split Fees

    Requirements:

    - BE A Self-Motivated Individual

    - Ability to build teams and work effectively with others

    - Ability to network your own clientele

    - Willing to learn

    - Capable of working remotely (Must have computer/laptop, mobile phone, internet connection)

    Candidates are screened during an interview to engage in conversation about the following areas: prior work related experience, availability, languages fluent in, hours of operations, training and more. Candidates are subject to a background check.

    To Apply click the link below:

    [website]

    Job Types: Full-time, Part-time, Contract

    Salary: $2,000.00 to $4,000.00 /month

    Experience:

  • Tax Preparation: 2 years (Preferred)

  • Customer Service Skills: 1 year (Required)

  • Tax Industry: 2 years (Preferred)

    License:

  • Ptin (Required)

    Contract Length:

  • Varies

    Contract Renewal:

  • Likely

    Work Location:

  • Fully Remote

    Benefits:

  • Work from home

  • Flexible schedule

  • Professional development assistance

    This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous

  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction

  • Autonomous/Independent -- enjoys working with little direction

  • High stress tolerance -- thrives in a high-pressure environment

    This Job Is:

  • A job for which military experienced candidates are encouraged to apply

  • A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more

  • A good job for someone just entering the workforce or returning to the workforce with limited experience and education

  • Open to applicants who do not have a college diploma

    Schedule:

  • Monday to Friday

  • Weekends required

    Company's website:

  • [website]

    Company's Facebook

  • ×

    Tax Preparer

    Job Summary:

    Performs the day-to-day full-charge bookkeeping functions for numerous clients; records transactions within established systems and procedures; manages the computerized internal accounting system; prepares financial reports and forecasts; reconciles accounts and record adjusting journal entries.

    Responsibilities:

  • Verify and enter detail of transactions as they occur in computerized accounting system for numerous clients on a monthly, quarterly or annual basis.

  • Prepare monthly financial statements accurately and timely, using a computer software program.

  • Prepare adjusting journal entries as needed on a monthly, quarterly, or annual basis.

  • Prepare supporting workpapers for financial statements.

  • Prepare Compiled financial statements, on cash-basis, tax- basis or Gaap, based on client’s accounting method.

  • Prepare appropriate schedules and reports as requested.

  • Handle daily accounting mail, including notices and disbursements.

  • Prepare bank reconciliations monthly.

  • Research accounts payable and accounts receivable issues as needed.

  • Prepare accounts payable and account receivables

  • Prepare payroll tax returns, form 1099’s and sales tax returns.

  • Work directly with clients on an ongoing basis.

  • Reports to Supervisor, Manager and Partners on a routine basis.

    This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change without notice.

    Knowledge and Skill Requirements:

  • Ability to perform several tasks concurrently with ease and professionalism.

  • Ability to operate calculator, computer, and other general office equipment.

  • Knowledge of accounting basics.

  • Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.

  • Ability to communicate clearly and concisely, verbally and in writing, in English.

  • Works with confidential client matters, requires ability to keep matters confidential.

    Required Education & Experience:

  • College course work in accounting, through intermediate accounting.

  • Minimum of two (2) years’ responsible accounting or full-charge bookkeeping experience related to a computerized accounting system, including accounts payable, accounts receivable, payroll, general ledger, and financial reports.

  • Prior experience working in a CPA firm strongly desired.

  • QuickBooks desktop version and online proficiency strongly desired.

    Company Benefits Include: Medical, Dental, Vision, and Life Insurance; Short and Long Term Disability; 401k with Match; PTO and Holidays; Partial Work from Home Options (Must be Approved by Supervisor); Certification Reimbursement

    Equal Employment Opportunity Statement

    McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans.

    Job Type: Full-time

    Experience:

  • Bookkeeping: 2 years (Required)

  • QuickBooks: 1 year (Preferred)

    Education:

  • Associate (Preferred)

    Work Location:

  • One location

    Benefits:

  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Flexible Professional development Monday to Friday
  • ×

    Tax Preparer

    Growing CPA firm located in the Boulder/Denver, CO area is seeking a bookkeeper to handle client bookkeeping and assist with tax preparation and other tax-related tasks. This position is remote and will require you to work from home or a remote office location. Excellent bookkeeping skills, previous tax preparation, excellent knowledge of QuickBooks Desktop and Online, and technical proficiency is required. Duties will include:

  • Weekly and monthly client bookkeeping. This may involve bookkeeping, payroll, bill pay and recording customer deposits

  • Individual income tax preparation, assist in responses to notices

  • New client onboarding

  • Payroll processing for clients

  • QuickBooks troubleshooting and training

  • Answering various client questions about bookkeeping and payroll

    As this is a remote position, you must be able to work remotely and be able to communicate effectively with clients as part of our team.

    Job Type: Part-time

    Salary: $20.00 to $35.00 /year

    Experience:

  • Bookkeeping: 3 years (Required)

  • Tax: 1 year (Preferred)

  • Quickbooks: 2 years (Required)

    Work Location:

  • Fully Remote

    Benefits:

  • Work from home

  • Flexible schedule

    Schedule:

  • Monday to Friday

  • No Yes
  • What does a Tax Preparer do?

    Tax Preparers work for financial institutions to provide specific tax advice and submit a person or business entity’s taxes. Their role is to produce error-free tax forms on behalf of a client to maximize their financial health. They review the past tax returns of their clients and collect new tax data to calculate how much their client owes. They give advice on future tax planning and communicate with clients about upcoming tax requirements and deadlines. Tax Preparers can upkeep an individual’s tax files or work with a business’s tax records and help distribute W-2s to employees.

    Tax Preparer skills and qualifications

    Tax Preparers use their transferable soft skills, technical abilities and industry knowledge to ensure returns are on-time, complete and accurate. These skills and qualifications often include:

    • In-depth knowledge of applicable tax laws, regulations and deadlines
    • Proficiency with common tax preparation, word processing and spreadsheet software applications
    • Familiarity with the tax return submission and confirmation process, including how to navigate the IRS and other government entity online platforms
    • Excellent customer service skills, including patience and flexibility
    • Great organizational skills, including time management and strategic thinking
    • Strong written and verbal communication skills
    • Keen attention to detail

    Tax Preparer salary expectations

    A Tax Preparer makes an average of $16.45 per hour. Pay rate may depend on level of education, experience and geographical location.

    Tax Preparer education and training requirements

    Tax Preparer candidates should have at least a high school diploma or GED and completed coursework in tax preparation, accounting, bookkeeping, business finance and other relevant topics. Roles that only handle simple tax returns may only require minimum education and on-the-job training. Single corporations or roles with more complex tax return duties may require an associate or bachelor’s degree in accounting, finance or another relevant field. Previous training with federal, state and local tax laws may be demonstrated with completed federal and/or state examination and certification or licensure. 

    Tax Preparer experience requirements

    Entry-level Tax Preparer candidates may have the minimum education with 1 or 2 years of previous work experience in customer service, administrative support, accounting or another relevant field. Some candidates may have worked only 1 or a few previous tax seasons in this role. Experienced candidates may have 3 or more years of previous experience in those fields or have previous experience as a Tax Preparer. Other experienced candidates may also have experience as a Certified Public Accountant, demonstrating more advanced knowledge of best practices and experience with tax audits.

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    Frequently asked questions about Tax Preparers

     

    What is the difference between a Tax Preparer and a CPA?

    A Tax Preparer is a niche accounting role while Certified Public Accountant (CPA) is a broad designation that can refer to any type of Accountant who has fulfilled their certification requirements. Tax Preparers generally work as part of a team, while CPAs can choose to work independently to provide accounting consultations for businesses or individuals. Not all Tax Preparers are CPAs, although some do hold this designation to show their professional qualifications. CPAs can choose to focus on taxes like Tax Preparers do, or they can perform other accounting responsibilities like overall records compliance and balancing a company’s financial recordkeeping.

     

    What are the daily duties of a Tax Preparer?

    Tax Preparers spend most of their time in an office environment reading through financial documents and filling out forms. They request specific forms from the IRS and use them to submit tax returns for their clients. Tax Preparers may also talk with their clients in person to learn more about their recordkeeping practices and possible opportunities for write-offs. To get larger returns for their clients, Tax Preparers review tax laws to find tax credits and exemptions. They sign tax forms on behalf of their client and mail them to the IRS, then update their clients on the status of their return.

     

    What are the characteristics of a good Tax Preparer?

    Good Tax Preparers are focused, routine-oriented people who have the natural math skills to perform correct calculations on tax forms. They are highly organized and can easily access the records they need, recalling where they filed specific forms, receipts and account reports. Tax Preparers are also excellent researchers who can find financial details for clients who had poor recordkeeping practices prior to hiring a Tax Preparer. They are logical and strategic, able to make suggestions about future business practices that could reduce their tax costs or make their accounting more efficient.

     

    What should you look for on a Tax Preparer's resume?

    When reviewing resumes for a Tax Preparer, look for some form of formal training in accounting practices. Tax Preparers should include information on their tax preparation certification if they live in a state where it is required. Previous bookkeeping experience and experience filing taxes for businesses demonstrate that a candidate has the technical skills to uphold compliance when preparing tax documents.

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