Tax Preparer Job Description

What is a Tax Preparer?

A Tax Preparer is hired by both businesses and individuals to assist in preparing and filing tax returns and financial documents. A Tax Preparer is generally well-educated about the current legal requirements for various forms and understands the steps necessary to submit the information correctly the first time. A Tax Preparer is usually found in an accounting firm or as an independent entity. Additionally, a Tax Preparer is well-versed about various allowances, grants and deductible expenses which can save businesses thousands yearly.

Education and certification can vary widely by state, but it is generally expected that a Tax Preparer has a high school diploma and some experience in the area of tax or finance. Well qualified applicants will possess a bachelor's degree in accounting, finance or related field. Certification is available from the National Association of Tax Professionals (NATP) and is preferred by many employers.

Tax Preparer Job Description Template

Job Overview

Example Co. is one of the leading companies in our field in the area. We're proud of our 3.6 rating on Glassdoor from our employees. We are hiring a talented Tax Preparer professional to join our team. If you're excited to be part of a winning team, Example Co. is a great place to grow your career. You'll be glad you applied to Example Co.

Responsibilities for Tax Preparer

  • Attend continuing education courses to remain aware of changes to forms and new standards for completing tax paperwork
  • Create invoices and requests payment for services rendered based upon the level of difficulty and time spent preparing the forms
  • Verify tax forms completed by clients to ensure their proper submission
  • Properly research and seek the advice of senior preparers when confronted with particularly challenging tax circumstances
  • Gather appropriate materials regarding yearly tax tables, instructions and forms to accurately calculate taxes for clients
  • Inform clients of important paperwork and documentation needed to complete tax forms properly
  • Work closely with clients to obtain personal information regarding potential deductions, educational grants or allowances
  • Meet with clients and address their questions and concerns regarding tax forms and paperwork

Qualifications for Tax Preparer

  • Certification from the National Association of Tax Professionals (NATP) is strongly preferred
  • High school or GED is essential, college-level courses in accounting preferred
  • Professional experience working with confidential and sensitive information
  • Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each
  • Experience ordering proper tax forms and instruction booklets
  • Ability to prioritize daily tasks and meet timely obligations with many clients
  • Knowledge of accounting processes and advanced mathematical skills
  • Skilled using tax preparation software and experience in troubleshooting common tax program problems
  • Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns

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