Tax Return Preparer job summary
A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.
Example of a Tax Return Preparer job summary
Our tax services firm is looking for a detail-oriented Tax Return Preparer to join our growing team. The successful candidate must be able to pass our company’s free tax preparation course. The Tax Return Preparer will be responsible for communicating with clients about the tax preparation process, setting appointments, and assisting with tax preparation and filing. Our company handles personal state and federal returns, and provides commercial tax support to smaller enterprises. If you have experience with Tax Return Preparation, please contact us today.
Tax Return Preparer responsibilities and duties
The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organisation and who the employee reports to.
- Advise clients in the tax preparation process and prepare and file tax documents
- Take incoming calls from clients to answer tax questions and set up tax preparation appointments
- Ensure the confidentiality of each client by following all company procedures regarding information handling
- Grow the business by promoting our services and expanding our client base
- Attend to the needs of clients to inspire them to refer the service and come back the following year
Tax Return Preparer qualifications and skills
Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.
- Bachelor’s Degree in Accounting or Finance required
- Excellent customer service skills
- Strong written and verbal communication skills
- Impeccable mathematics skills
- Must be able to complete our free tax preparation course
- Knowledge of Microsoft Word and Excel programs required
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