It is the responsibility of a taxpayer to prepare and submit an accurate income tax return to the Internal Revenue Service. If the preparer makes a mistake, the taxpayer can incur late fees and penalties.
Tax preparers must keep up to date on the continually changing tax codes, and have knowledge of both federal and state tax laws. Before the preparer can begin preparing a return, the preparer must ask the appropriate questions to determine which tax form is required to prepare the client's return.
The tax preparer must discover the client's annual income, exemptions, deductions and expenses. It is also essential that the preparer determine whether the client owns a business. If the client hired the tax preparer to prepare last year's taxes, the preparer might also examine the prior year's tax forms and question any changes. To complete an income tax return, the tax preparer must collect and discuss the client's current year financial information.
This information will typically include income statements, such as Form W-2; expense documents, such as receipts; the names and Social Security numbers of all dependents; and any other forms that the client received. These forms will determine whether any supporting documents are required to complete the return.
Many tax preparers use income tax software to prepare income tax returns. These computer programs present the preparer with a checklist, which helps the program to determine which forms are required to complete the return. There is no one route to become a tax preparer. You must have a high school diploma or equivalent and you would receive some on-the-job training. Training usually covers the accounting processes, tax laws, computer programs you must use, and various tax forms you will need to know.
A tax preparer ultimately assists clients to file their taxes. This can also include tax preparation as well. They help clients by reviewing their financial documents to gather information on taxable income and deductible expenses. They also look for law allowances that permit their clients to make appropriate adjustments and identify deductions and credits. A tax preparer also calculates taxes and completes tax forms and may ensure existing calculations made by others are accurate.
Tax preparers must perform their job in accordance with legislation and regulations at the federal and state level. These tax experts must be good active listeners, must have good math skills, strong communication, work with computers, and must be organized.
Prepare bank reconciliations monthly. Research accounts payable and accounts receivable issues as needed. Work directly with clients on an ongoing basis. Reports to Supervisor, Manager and Partners on a routine basis. Knowledge and Skill Requirements: Ability to perform several tasks concurrently with ease and professionalism. Ability to operate calculator, computer, and other general office equipment. Knowledge of accounting basics.
Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns. Ability to communicate clearly and concisely, verbally and in writing, in English.
Works with confidential client matters, requires ability to keep matters confidential. Prior experience working in a CPA firm strongly desired. QuickBooks desktop version and online proficiency strongly desired. Duties will include: Weekly and monthly client bookkeeping. This may involve bookkeeping, payroll, bill pay and recording customer deposits Individual income tax preparation, assist in responses to notices New client onboarding Payroll processing for clients QuickBooks troubleshooting and training Answering various client questions about bookkeeping and payroll As this is a remote position, you must be able to work remotely and be able to communicate effectively with clients as part of our team.
Post a job in minutes and start receiving quality resumes as soon as today. No credit card required. Easy posting process. No contracts required. What does a Tax Preparer do? Tax Preparer skills and qualifications Tax Preparers use their transferable soft skills, technical abilities and industry knowledge to ensure returns are on-time, complete and accurate. Tax Preparer education and training requirements Tax Preparer candidates should have at least a high school diploma or GED and completed coursework in tax preparation, accounting, bookkeeping, business finance and other relevant topics.
Tax Preparer experience requirements Entry-level Tax Preparer candidates may have the minimum education with 1 or 2 years of previous work experience in customer service, administrative support, accounting or another relevant field. Job description samples for similar positions If the job description for the Tax Preparer does not suit your needs, view descriptions for related professions: Accountant.
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