Tax preparer
Job Description
• Prepare, sign and electronically file tax returns for customers, including the following:
• Interview client using prescribed forms.
• Follow through via tools to communicate and send document requests.
• Follow through on preparing a complete and accurate return, including any follow-up for missing
documents, answers, and required information.
• Follow through in handing off to reviewer, review any notes received, and clear any open items.
• Review prepared tax return(s) with client.
• Working on forms 1040, 1120, 1065
Education & Experience
• High school or equivalent and above (Preferred)
• Must have active PTIN (Preparer Tax Identification Number) (We are willing to help obtain)
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Ability to work in a fast-paced environment with minimal supervision.
• Bilingual (English/Spanish) communication skills (written & spoken) are a plus.
Job Description
• Prepare, sign and electronically file tax returns for customers, including the following:
• Interview client using prescribed forms.
• Follow through via tools to communicate and send document requests.
• Follow through on preparing a complete and accurate return, including any follow-up for missing
documents, answers, and required information.
• Follow through in handing off to reviewer, review any notes received, and clear any open items.
• Review prepared tax return(s) with client.
• Working on forms 1040, 1120, 1065
Education & Experience
• High school or equivalent and above (Preferred)
• Must have active PTIN (Preparer Tax Identification Number) (We are willing to help obtain)
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Ability to work in a fast-paced environment with minimal supervision.
• Bilingual (English/Spanish) communication skills (written & spoken) are a plus.