Tax Preparer

We are seeking a tax preparer to be responsible for analyzing tax data received by clients, completing data entry, and submitting tax returns in our Cedar Park, TX office. NOT REMOTE. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and occasionally provide future tax planning to clients.

This position is seasonal for the 2024 Tax Year filing from January until May/June 2025.

To ensure success as a tax preparer, you should be knowledgeable of legislation and IRS regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients.

Tax Preparer Responsibilities:

Prepare and submit IRS tax filings for individuals from simple to complex.

Prepare and submit various state tax return filings.

Review previous tax returns and financial documents to identify missing or incomplete information or documentation.

Setting up meetings with clients as needed.

Advising clients about the tax preparation process.

Handling communication from clients.

Auditing all tax forms for completeness and accuracy.

Providing future tax planning to clients.

Analyzing tax data submitted by the client to maximize the outcome for the client.

E-filing income tax returns on behalf of individual and business clients.

Performs other related duties as assigned.

Tax Preparer Requirements:

Completed (or ability to complete) the Annual Filing Season Program to be IRS compliant with CE.

Registered (or be eligible to register) with the IRS to obtain a valid PTIN.

Knowledge of Intuit ProSeries software a plus but not required.

Minimum of 3 years’ experience.

High School Diploma

Computer literate.

Excellent organizational skills and attention to detail.

Strong oral and written communication skills.

Excellent interpersonal and customer service skills.

Must ensure confidentiality.

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are a good fit for this role. Please reply to this posting with the subject line “Tax Preparer Application”

Join our team and play a key role in helping individuals and families achieve their financial goals!