Tax Preparer (Bilingual English/Spanish)

Job Summary

Offering: competitive pay, incentive pay opportunity, flexible schedules, and advanced tax training and certification.

• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculate form preparation fees according to return complexity and processing time required.
• Answer questions and provide future tax planning to clients.
• Review financial records such as W2, income statements and documentation of expenditures to determine forms needed to prepare tax returns.

• Familiarity with various tax software’s such as Tax Wise preferred
• Experience as a tax preparer with an eagerness and ability to learn
• Proven analytical skills and attention to detail