Job Summary
The Tax Preparer is tasked with engaging in personalized interviews with clients to produce precise federal and state individual income tax returns. This role emphasizes the identification of applicable deductions, clear communication of results to clients, and adherence to IRS due-diligence standards.
Responsibilities
- Conduct one-on-one interviews with clients to gather necessary information for tax preparation.
- Prepare accurate federal and state individual income tax returns.
- Identify potential deductions to maximize client benefits.
- Explain tax outcomes to clients and address any queries or concerns.
- Ensure compliance with IRS due-diligence procedures throughout the preparation process.
Qualifications
- A minimum of two seasons of professional experience in tax preparation, focusing on Form 1040 returns.
- Strong communication skills to effectively interact with clients.
- Proficiency in using tax software for accurate and efficient preparation.
- Capability to obtain and maintain a valid PTIN (Preparer Tax Identification Number).
