Tax Preparer Job Description

Summary

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

Primary responsibilities

• Compute taxes owed by following tax code.

• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

• Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.

• Uncover potential deductions and credits.

• Advise against potential tax liabilities.

• Ensure clients do not pay unnecessary taxes.

• Review financial records such as income statements and documentation of expenditures.

• Interview clients to get a thorough picture of financial situation.

• Verify totals on past forms for accuracy.

• Calculate and invoice for form preparation fees.

• Consult tax law handbooks for especially difficult tax returns.

• Resolve customer complaints.

• Recommend additional products and services.

• Prepare tax returns using electronic filing software.

• Ensure a copy of the completed return is provided to the customer.

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