Tax Preparer

$20,000 - $40,000/Yr

Local Tax Pros - Altamonte Springs, FL

Part-time,Full-time - Entry Level

Onsite - Altamonte Springs, FL

About the position

As a Tax Preparer, you will be responsible for starting and completing personal and small business tax returns. This role involves informing clients about the tax preparation process and collecting relevant financial records, such as pay stubs and income statements. You will input data from these financial records into tax return software or databases, ensuring accuracy and compliance with applicable federal, state, and local tax laws. Your expertise will help determine deductions and calculate how much each client will pay or earn on their tax return. Additionally, you will complete and file tax documents with the appropriate agencies, including the IRS and state and local government entities. In some cases, you may act as a representative for clients with these agencies as required. Building strong customer relationships is essential in this role, as it promotes and expands the business. You will need to demonstrate management knowledge and maintain a dependable and detail-oriented approach to your work. The position is ideal for someone who is adaptable, enjoys interacting with people, and thrives in a high-pressure environment. The job offers a flexible schedule and the opportunity to work from home, making it suitable for individuals seeking part-time, full-time, temporary, or contract work.

Responsibilities

• Starting and completing an entire personal/small business tax return.
• Informing clients or employers on the tax preparation process.
• Collecting relevant financial records, including pay stubs and income statements.
• Inputting data from financial records into tax return software or databases.
• Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return.
• Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities.
• Acting as a representative for clients with applicable agencies as required.
• Building customer relationships to promote and expand the business.

Requirements

• High school diploma or equivalent (Preferred).
• 3 years of tax experience (Required).
• 3 years of customer service experience (Required).
• PTIN license (Required).

Benefits

• Flexible schedule
• Work from home