Job Description: Tax Preparer
Position: Tax Preparer
Company: Dr. Lydia Smith Consulting Group
Location: [Insert Location or Remote Options]
Employment Type: Seasonal/Full-Time/Part-Time (Specify based on need)
Reports to: Tax Preparation Manager
About Dr. Lydia Smith Consulting Group
Dr. Lydia Smith Consulting Group specializes in providing comprehensive financial and consulting services, including expert tax preparation for individuals and businesses. Our team is dedicated to delivering exceptional service, ensuring compliance, and maximizing client satisfaction.
Position Summary
We are seeking knowledgeable and detail-oriented Tax Preparers to join our team for the upcoming tax season. Candidates must have a valid Preparer Tax Identification Number (PTIN) and a strong understanding of tax regulations, preparation processes, and client service best practices.
Key Responsibilities
Tax Preparation and Review
- Prepare and review accurate federal, state, and local tax returns for individuals, businesses, and other entities.
- Analyze financial documents and client data to determine tax liability and ensure compliance with tax laws.
- Conduct client interviews to gather necessary financial information and address any questions or concerns.
- Identify potential deductions, credits, and strategies to minimize client tax liabilities.
Client Communication and Support
- Serve as a knowledgeable resource for clients, providing clear explanations of tax processes and outcomes.
- Maintain confidentiality and professionalism in all client interactions.
- Proactively follow up with clients to obtain missing information or documentation.
Compliance and Documentation
- Stay up-to-date on federal, state, and local tax laws and changes to ensure accurate and compliant filings.
- Maintain organized records and documentation for audit purposes.
- Ensure timely submission of all tax returns and associated filings.
Qualifications
Education and Experience
- Valid Preparer Tax Identification Number (PTIN) is required.
- Previous experience in tax preparation (minimum 1-2 years preferred).
- Familiarity with tax preparation software (e.g., Drake, ProSeries, or similar platforms).
Skills and Competencies
- Strong understanding of federal and state tax regulations.
- Excellent attention to detail and organizational skills.
- Proficient in mathematics and data analysis.
- Effective verbal and written communication skills.
- Ability to work under tight deadlines during peak tax season.
Certifications (Preferred)
- Certification in tax preparation (e.g., IRS Annual Filing Season Program, Enrolled Agent) is a plus but not required.
What We Offer
- Competitive pay structure based on experience and performance.
- Flexible work schedule, including potential remote options.
- Opportunity to work with a professional and supportive team.
- Ongoing training and access to resources to enhance skills and knowledge.
How to Apply
Interested candidates should submit their resume, a brief cover letter, and proof of their valid PTIN to complete application below. Please include “Tax Preparer Application” in the subject line.
Application Deadline: Open Until Filled
Dr. Lydia Smith Consulting Group is an equal opportunity employer. We encourage applicants from all backgrounds to apply.
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