Responsibilities 

• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.  

• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.  

• Consults tax law reference materials to determine procedures for preparation of atypical returns.

• Answers questions and provide future tax planning to clients.  

• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.  

• Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.

• Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution  

• Audits all tax return forms for accuracy and completeness (i.e., client signatures).   

 

Requirements 

• High School Degree or equivalent related business experience.  Course of study in tax preparation and/or accounting preferred.

• Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number