Illustration of a man sitting at a desk with a computer

Sample tax preparer job description

[Company X] is searching for a detail-oriented tax preparer to assist with tax planning and filing in a full-time role. This person will help meet tax deadlines seamlessly, from organizing relevant documents to conducting thorough reviews of potential tax scenarios. The ideal candidate has experience in accounting or tax preparation and is committed to remaining up to date with changes in tax law. The tax preparer should also have a knack for educating others and implementing well-planned strategies to improve our tax filing practices.

Objectives of this role

  • File statements and returns by the established deadlines, preferably without need for revision
  • Use comprehensive tax knowledge to maximize benefits and deductions
  • Build relationships and encourage new business
  • Educate others on best practices for tax filing, preparation, and record-keeping


  • Review various financial documents in order to prepare tax returns and provide tax services
  • Develop and execute tax strategies after researching potential deductions and liabilities
  • Collaborate with other team members to devise long-term tax plans and strategies
  • Interview clients when necessary to determine the best ways of addressing their needs
  • Prepare continuously for major tax deadlines throughout the year

Required skills and qualifications

  • Two or more years of experience in public accounting and/or tax planning and preparation
  • Exceptional analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Strong attention to detail
  • Registration and/or licensure with applicable regional agencies
  • Advanced knowledge of relevant software, such as Intuit QuickBooks or Microsoft Excel

Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in accounting or finance
  • Professional certification (ex: CPA in the United States)
  • Experience in representing tax preparers at administrative proceedings