Job Description

Job Description

Job Description

Job Summary:  

In this role the Income Tax Preparer is responsible for preparing accurate and compliant federal, state, and local tax returns for individuals and small businesses. This role requires strong analytical skills, attention to detail, and the ability to interpret and apply tax laws. The Tax Preparer ensures clients receive high‐quality service, clear communication, and timely completion of all tax‐related tasks. This position typically works independently or as part of a small team during peak tax seasons.

Duties/Responsibilities:

·        Prepare individual and small business tax returns, including Forms 1040, schedules, and applicable state filings

·        Review of financial records such as income statements, expense documentation, and prior year returns

·        Identify potential tax credits, deductions, and adjustments to optimize client outcomes while maintaining compliance

·        Verify accuracy of data entry, calculations, and supporting documentation

·        Communicate with clients to gather missing information, clarify tax situations, and explain return results

·        Maintain up to date knowledge of IRS regulations, state tax laws, and annual tax code changes

·        Ensure confidentiality and secure handling of all client financial information

·        Provide guidance on estimated tax payments, withholding adjustments, and basic tax planning

·        Assist with record retention, and follow up on IRS or state notices

·        Support office operations during tax season, including scheduling, client intake, and administrative tasks as needed

Skills and Experience Requirements:

·        Minimum 2 years of experience preparing individual or small business tax returns

·        Proven experience as a tax preparer, preferably in a public accounting setting

·        Strong knowledge of federal and state tax regulations

·        Proficiency with tax preparation software (e.g., Drake, Lacerte, ProSeries)

·        Excellent analytical and problem-solving skills

·        Strong attention to detail and accuracy

·        Ability to communicate complex tax concepts clearly to clients

·        High level of professionalism, confidentiality, and ethical conduct

·        Comfortable working in a deadline driven environment, especially during peak tax season

·        Strong organizational skills

·        Ability to work independently and handle multiple client accounts

Education Requirements:

·        High school diploma or GED required

·        Associate's degree in accounting, finance or tax law preferred.

·        IRS Preparer Tax Identification Number (PTIN) required

·        Completion of IRS Annual Filing Season Program (AFSP) or equivalent continuing education strongly preferred

·        Enrolled Agent (EA) credential is beneficial but not required

Physical Requirements:

·       Ability to remain seated for extended periods while reviewing documents or preparing returns

·       Frequent use of hands and fingers for data entry, typing, and handling paperwork

·       Ability to lift and carry files or office materials up to 10–15 pounds

·       Visual acuity required for reviewing detailed financial documents and computer screens

·       Ability to communicate verbally with clients in person or by phone

NOTE:  The essential responsibilities of this position are described under the headings above.  They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.

Tax Filings LLC is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities and Protected Veterans to apply

Tax Filings LLC is a team of experienced professionals who are always working hard to reduce the stress of our clients when it comes to filing tax returns.

Company Description

Tax Filings LLC is a team of experienced professionals who are always working hard to reduce the stress of our clients when it comes to filing tax returns.

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