Tax preparers prepare all sorts of tax returns for individuals and businesses, usually small businesses. Sometimes, the preparers are CPAs (certified public accountants), but often, they are brought in on a temporary or part-time basis. They may fill staffing gaps at busy times of the year. They have a good knowledge of tax law, and employers often ask, at a minimum, that preparers have an associate degree in accounting or a similar field.
Your tax preparer job description should list a mix of hard and soft skills. Hard skills could include mathematics and experience in a specific tax software program, while soft skills for tax preparers tend to include communication and customer service.
You may also need your tax preparer applicants to have specific experience or to be willing to work overtime. The tax preparer job description below is one approach to a well-written job description.
Tax Preparer Job Summary
Do you have a passion for math and helping others solve their tax problems? Our community services agency is seeking five part-time tax preparers to help low-income clients with their taxes. You’ll work from mid-January to the end of April, ideally for at least 20 hours a week. Big bonus: You get to set your own hours! We do prefer some availability during evenings and on weekends, if possible. You’ll be paid $20 an hour, but perhaps more importantly, you’ll be part of a team that gives back to its community. We’re an agency of hardworking citizens, and your cubicle won’t be anything fancy (but Martha bakes the best cookies in the state). Come help us make a difference.
- Communicate with a diverse range of individuals and families on tax issues, getting information on income, expenses, credits, allowances and more
- Estimate return preparation time and complexity after a quick initial assessment, and complete one project as quickly and thoroughly as possible before moving on to the next
- Keep clients’ taxes as low as feasible through legally allowable credits, deductions and adjustments
- Explain and simplify tax concepts that are often complicated, and give tax planning tips and advice as applicable
- Help people who owe tax to make arrangements for their payments, and assist clients who need help getting refunds deposited
- Check relevant tax law, including statues and handbooks, to ensure proper compliance
- Use TurboTax to prepare and file returns and to help verify the accuracy of returns, and collaborate with co-workers, tax professionals and clients as necessary to ensure completeness of tax returns
- Work without making negative judgments, and keep interactions with clients positive and supportive
Job Skills & Qualifications
- Associate degree or higher in business administration, finance, accounting or a related field
- Familiarity with TurboTax
- Passion for community service
- 3-6 months of experience preparing simple tax returns
- CPA license
- 2-3 years of experience in tax preparation
- Spanish-language fluency
You could spend all the time in the world writing the perfect tax preparer job description, but if you don’t post it in the right places, good applicants may not see it. You can list job openings on specialized websites and on your company’s website as well as on its social media accounts. You could even ask your employees to refer qualified people they know since one of the best ways to find great tax preparers is to ask preparers you already trust.
Online job boards are another good idea, as many job searchers use them. However, this process can eat up a lot of time. Consider taking advantage of a service such as MightyRecruiter that enables you to post jobs for free while saving lots of time.
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