Job Description
Job Description
Job Summary
The Seasonal Tax Preparer is responsible for preparing accurate tax returns for individuals and small businesses, delivering exceptional customer service, and ensuring compliance with current tax regulations and laws. This role plays a key part in helping clients achieve financial success and maintain tax compliance while representing Liberty Tax in a professional and supportive manner.
Liberty Tax in Chandler (Arizona and Ray Rd) is seeking a detail oriented and customer focused Seasonal Tax Preparer to support our clients during the busy tax season. The ideal candidate is someone who thrives in a fast paced environment enjoys working with people and has a strong understanding of basic tax concepts. This is an in person role with varying hours including evenings and weekends during peak periods.
Tax Preparation
- Prepare individual and small business tax returns accurately and efficiently
- Review financial records and documentation to determine appropriate tax forms
- Ensure compliance with federal state and local tax regulations
- Verify accuracy of data entered into tax software
- Explain tax outcomes and provide basic tax planning advice
Customer Service
Provide exceptional customer service and address client questions promptlyConduct client interviews to gather tax related informationCreate a positive and welcoming client experienceCompliance and Accuracy
Stay current with new tax laws and Liberty Tax training requirementsEnsure accuracy and regulatory compliance in all prepared tax returnsReview all required client documentation for completenessDocumentation and Recordkeeping
Maintain organized and secure client filesDocument all client interactions accuratelyFollow up with clients regarding missing or incomplete informationTraining and Development
Participate in required Liberty Tax training and continuing educationStay updated on tax law changes and tax software updatesCollaboration and Office Support
Collaborate with office staff to maintain efficient workflowAssist and mentor junior preparers when neededSupport office operations including phones and client check inAssist with marketing execution during tax seasonQualifications
Knowledge of federal state and local tax laws and regulationsProficiency with tax preparation software and Microsoft ExcelStrong attention to detail and accuracyExcellent analytical and problem solving skillsEffective verbal and written communication skillsAbility to manage multiple priorities independentlyPTIN required or eligibility to obtainEducation and Experience
Associates degree in accounting finance or related field preferredOne to three years of tax preparation experience preferredPhysical Requirements
Ability to work at a desk for extended periodsEvening and weekend availability during peak seasonAbility to manage a fast paced work environment