-Tax Preparation:Prepare and file accurate tax returns for individuals, businesses, or organizations.Calculate taxes owed or refunds due using specialized software and financial data provided by clients.-Client Consultation:Interview clients to gather detailed information on their financial situations, including income, expenses, and deductions.Advise clients on potential tax-saving strategies and compliance issues.-Data Management:Maintain accurate records of client documents and transactions.Review and verify the accuracy of data, resolving discrepancies where needed.-Tax Law Knowledge:Stay up-to-date on changes to federal, state, and local tax laws and regulations.Apply knowledge of tax codes to identify deductions, credits, and other tax benefits.-Problem-Solving:Assist clients in resolving tax-related issues, such as audits or notices from tax authorities.Address questions and concerns from clients regarding their tax obligations.-Compliance & Ethics:Ensure all tax filings adhere to legal and ethical standards.Handle sensitive financial data with the highest level of confidentiality.
1-4 years
-Attention to Detail:Ensuring accurate data entry, spotting errors, and double-checking for compliance.-Analytical Thinking:Ability to analyze financial documents and identify tax opportunities or potential issues-Communication Skills:Clear and effective communication with clients, explaining tax concepts in layman's terms. Strong written skills for preparing reports and documentation.-Customer Service Orientation:A friendly, professional demeanor to build trust and rapport with clients. Active listening to understand client needs fully.-Organizational Skills:Effectively managing multiple clients and deadlines during busy tax seasons. Prioritizing tasks and maintaining orderly records.
-High school diploma or equivalent; additional coursework or certification in accounting, finance, or a related field is a plus.-Certification as a tax preparer (e.g., IRS-registered tax preparer or enrolled agent) may be required.-Proficiency in tax preparation software and office tools like spreadsheets.-Strong analytical and mathematical skills.-Excellent communication and customer service skills.
High School
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