Sample Tax Preparer Job Description

Job Description

[CompanyX] is in search of 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 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

  • Achieve filing goals on or before the established deadline, often with no 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

Daily and Monthly Responsibilities

  • Review a variety of financial documents to prepare tax returns and provide tax services
  • Develop and execute tax strategies, while researching any potential deductions or future problems
  • Collaborate with others on the tax team to devise long-term tax plans and strategies
  • Interview clients as needed to determine the best path for their needs
  • Actively prepare for major tax deadlines throughout the year

Skills and Qualifications

  • 2 years’ 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 Qualifications

  • Advanced knowledge of relevant software, such as QuickBooks and Microsoft Excel
  • Bachelor’s degree in accounting or finance
  • Familiarity with multi-state returns
  • Relevant industry certifications (e.g. CPA for work in the U.S.)
  • Experience representing tax preparers in administrative proceedings