Tax Preparer Job Description Template
The Tax Preparer will be responsible for preparing tax returns and related documents for individuals and businesses. They will work with clients to gather the necessary information and documentation, calculate taxes owed, and file returns with the appropriate government agencies. The Tax Preparer will also keep abreast of changes in tax law and advise clients on how these changes may impact their tax liability. This position requires excellent math skills, attention to detail, and the ability to work well under pressure.
Tax Preparer Job Responsibilities
- Prepare tax returns for individuals, businesses, and organizations.
- Keep abreast of changes in tax laws and regulations.
- Communicate with clients to gather information needed to prepare their taxes.
- Calculate taxes owed and refunds due, using knowledge of the tax code.
- File electronically or by paper, as required by the client or taxing authority.
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Objectives
- To prepare accurate tax returns for individual and business clients in a timely manner.
- To keep up to date on changes in tax laws and regulations in order to best serve clients.
- To provide excellent customer service by promptly responding to client inquiries and keeping them updated on the status of their tax return.
- To maintain a high level of accuracy and attention to detail when preparing tax returns.
- To develop strong relationships with clients in order to better understand their needs and provide them with the best possible service
Tax Preparer Job Skills & Qualifications Needed
- The skills and qualifications needed for the role of Tax Preparer vary depending on the employer. However, most employers require tax preparers to have at least a high school diploma or equivalent, and some basic math and computer skills. Many employers also prefer candidates who have experience preparing taxes and are familiar with tax laws.