Tax Preparer
Job Overview
Under the supervision of the Office Manager and in accordance with established policies and
Procedures, performs a variety of services related to income tax preparation. This position has
access to and works with sensitive and confidential information and regularly deals with diverse
matters which require a working knowledge of the tax preparation business.
Major Responsibilities
• Conducts thorough in‐person interviews with customers, using proprietary tax software.
• Complies with all tax laws and regulations including, but not limited to the complete and
accurate preparation and timely filing of income tax returns and related documents.
• Effectively promotes products and services such as ARs, Gold Guarantee, Debit Cards, etc.
• Checks the Hold drawer daily and contacts customers for additional information, as necessary,
to insure accurate completion of tax returns.
• Diligently seeks to recognize and prevent fraud and other abuse.
• Understand and complies with the Code of Conduct.
• Researches tax related questions and issues, and responds to customers appropriately and
within a timely manner.
• Resolves customer complaints, or refers situations to a supervisor (as appropriate) for
resolution.
• Distributes checks and cards.
• Assists with general office duties such as filing, mailing, and cleaning when necessary.
• Attends and completes all required training.
• Performs other duties as required.
• Helps maintain office cleanliness.
Job Requirements
Education: High school diploma or equivalent related business experience. Course of study in ax
preparation and/or accounting preferred.
Experience: Previous experience in tax preparation a plus. Good communication, interpersonal,and
customer service skills. Demonstrated ability to work in a fast paced environment. Basic knowledge
of computer functions and software required.
Credentials: Maintain Preparer Tax Identification Number (PTIN) per IRS guidelines.
