Tax Preparer

Job Brief

A tax preparer is someone who assists clients with their taxes. These professionals meet with clients to review their financial records and ensure that all information on tax forms is correct. They also make sure they aren’t at risk of being audited.

Job Description

• ● Calculate tax payments
• ● Estimate tax returns, deductibles, liabilities, and expenses
• ● Prepare quarterly and annual reports
• ● Collect data from income statements and expense documents
• ● Complete clients’ tax documentation
• ● Review data on reports and detect possible errors
• ● Answer tax- and finance-related questions
• ● Research new tax trends and regulations
• ● Advise individuals and companies on tax strategies
• ● Ensure compliance with government tax rules

Job Requirements

• ● Experience as a Tax Preparer or a similar role
• ● Good knowledge of tax preparation software
• ● Advanced MS Office skills (particularly in using Excel)
• ● Comprehensive understanding of government tax laws
• ● Excellent computational ability
• ● Effective verbal and written communication skills
• ● A degree in Finance or Accounting