Income Tax Preparer and Interviewer

JEZESKI ACCOUNTING & TAX SERV LLP - Black Creek, WI

Full-time - Entry Level

Onsite - Black Creek, WI

About the position

The Income Tax Preparer and Interviewer position at Jezeski Accounting & Tax Service LLP involves drafting tax returns for individuals and small businesses, conducting client interviews, and ensuring compliance with tax laws. The role requires prior tax training and offers an opportunity to work closely with clients to gather necessary information for accurate tax preparation.

Responsibilities

• Draft tax returns for individuals or small businesses.
• Interview clients in person or by phone using a pre-scripted interview sheet.
• Gather client data and answer client questions.
• Conduct 'pick up' appointments to review returns with clients and answer additional questions.
• Compute taxes using personal computers.
• Consult tax law handbooks or bulletins to determine procedures for preparation of returns.
• Explain federal and state tax laws to taxpayers.
• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Requirements

• Prior tax training and experience in tax preparation.
• Respect for tax law, business law, and company policy.
• Good understanding of personal income tax application.
• Ability to promote the goodwill and professional image of the firm.
• Strong people skills and ability to answer client questions intelligently and quickly.
• Ability to learn office procedures and policies quickly.
• Good attitude and ethical behavior.
• Ability to prepare accurate returns quickly.
• Strong power of observation and ability to follow through.
• Commitment to work the entire tax season.
• Current or willingness to obtain an IRS assigned PTIN.

Nice-to-haves

• Experience with tax software (training provided).
• Ability to work well in a team environment.

Benefits

• Reimbursement available for candidates that work the full tax season.