Job Summary
The Tax Preparer plays a crucial role in the preparation of precise federal and state income tax returns. This position emphasizes the importance of maintaining robust client relationships while ensuring adherence to IRS regulations. The Tax Preparer is required to cultivate and oversee their unique client portfolio utilizing company-sanctioned software tools.
Responsibilities
- Prepare accurate federal and state tax returns for clients.
- Maintain compliance with IRS regulations in all tax-related activities.
- Develop and manage an independent portfolio of clients.
- Utilize company-approved software for tax preparation tasks.
- Foster and uphold strong relationships with clients.
Qualifications
- Must be at least 18 years of age.
- Possess or be in the process of obtaining a valid IRS Preparer Tax Identification Number (PTIN).
- Demonstrate strong attention to detail.
- Exhibit excellent communication abilities.
- Ability to function independently and manage tasks effectively.
