Tax Preparer job description

Tax Preparer Duties and Responsibilities

Tax Preparer job description should contain a variety of functions and roles including:

Advising clients about the tax preparation process.
Preparing and submitting tax returns for clients.
Handling communication from clients and tax authorities.
Setting up meetings with clients.
Securing repeat business and expanding the client base.
Analyzing tax data submitted by the client to maximize the outcome for the client.
Auditing all tax forms for completeness and accuracy.
Providing future tax planning to clients.
Signing income tax returns on behalf of individual and business clients.

Tax Preparer Requirements / Skills / Qualifications

Tax Preparer job description should include these common skills and qualifications:

Bachelor’s degree in Accounting or Finance.
Minimum of 5 years’ experience.
Computer literate.
Registered Tax Return Preparer Test completed.
Registration with the IRS with a valid PTIN.
Strong oral and written communication skills.
Must ensure confidentiality.

As a hiring manager, recruiting an ideal Tax Preparer starts with crafting a good job description. Use this Tax Preparer job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Tax Preparer may also reference it in preparation for the interview.