*Job Description*
As a Tax Preparer, you will be part of a team preparing taxes for individuals.
You will spend your time processing client documents, reconciling information, and preparing client returns.
Additionally, Tax Preparers are utilized to run different scenarios to optimize taxes for clients.
Tax Preparers are given high levels of responsibility and are expected to work independently and efficiently in their role to meet strict deadlines, without hour to hour supervision.
The ideal candidate for this position would have a passion for solving complex problems and a curiosity about tax strategies.
The candidate would be able to think critically and be comfortable making decisions independently in ambiguous situations.
Finally, the candidate would be driven to continually learn and educate themselves as the industry and law evolves.
This position requires the candidate to be certified in Tax Law Preparation for which training can be provided.
No prior experience is needed.
However, some office experience is recommended.
The following is an example of duties:
* Prepares income tax return forms for individuals.
* Reviews various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns.
* Interviews clients to get information on deductible expenses, allowances and taxable income.
* Uses tax form instructions and tax tables to make proper entries on the tax form and compute the amount of taxes an individual or business owes.
* Consults tax resources and law books to obtain assistance with atypical returns.
* Verifies forms that individuals prepared themselves to check for errors or miscalculations.
* Calculates proper fee to charge each customer for tax preparation services based on the complexity of each form and the amount of time required for the work.
* Assisting with administrative tasks, such as answering phones and setting up appointments, filing, scanning, using a copier, etc.
* Collecting and organizing confidential information about clients’ income, expenses, and allowances.
* The ability to explain the tax laws of both federal and state, including adjustments, credits, and deductions to clients.
* Double-checking data entry and math equations to ensure they are correct.
* Reviewing previous tax returns and financial documentation to find missing or insufficient information.
* Calculating taxes due or refunds due to the client.
* Consulting tax law publications for guidance in unusual situations.
* Completing all other tasks asked of you by your Senior Tax Preparer or Mananger
*Job Skills & Requirements*
* Has exceptional attention to detail skills & is organized.
* Possesses excellent reading comprehension skills as well as superior problem-solving abilities.
* Shows strong written and verbal communication skills and has basic computer & typing skills
* Displays good office management skills like answering phones, filing and sorting data.
* Demonstrates sound judgment and has good decision-making abilities.
* Exhibits strong deductive reasoning skills.
*Other helpful knowledge*
* Possesses knowledge of accepted accounting practices and sound economic strategies.
* Has knowledge of administrative and clerical procedures and tax-related terminology.
*Education & Other Requirements*
* High School Diploma or equivalent
* Must be at least 18 years old
Job Type: Full-time
Pay: $28.
00 - $45.
00 per hour
Expected hours: 40 per week
Benefits:
* Flexible schedule
Schedule:
* Monday to Friday
* Weekends as needed
Supplemental pay types:
* Commission pay
Ability to commute/relocate:
* Loveland, CO 80537: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Tax Preparation: 3 years (Required)
License/Certification:
* EA, CPA or related Certification (Preferred)
* PTIN (Required)
Work Location: In person
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