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. Our newest tax preparer will help meet tax deadlines seamlessly, from organizing the right documents to doing thorough reviews of all potential tax situations.

The ideal candidate will have experience working in accounting or tax preparation and will be committed to staying abreast of tax law changes. They will 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 a variety of financial documents to prepare tax returns and provide tax services
  • Develop and execute tax strategies while researching potential deductions or future problems
  • Collaborate with others on the team to devise long-term tax plans and strategies
  • Interview clients as needed to determine the best ways of addressing their needs
  • Actively prepare for major tax deadlines throughout the year

Required skills and qualifications

  • Two years of experience in public accounting and/or tax planning and preparation
  • Exceptional analytical and problem-solving skills
  • Registered and/or licensed with all applicable regional agencies
  • Excellent communication and interpersonal skills
  • Strong attention to detail

Preferred skills and qualifications

  • Advanced knowledge of relevant software such as Intuit QuickBooks and Microsoft Excel
  • Bachelor’s degree (or equivalent) in accounting or finance
  • Familiarity with multistate returns
  • Relevant industry certification (ex: CPA in the United States)
  • Experience representing tax preparers in administrative proceedings