A tax preparer is said to be a professional who helps clients file taxes. They meet with the clients to check the financial records and ensure that the information on tax forms is accurate. They also need to make sure that they do not run into the risk of getting audited.
A tax preparer is said to be a professional who helps clients file taxes. They meet with the clients to check the financial records and ensure that the information on tax forms is accurate. They also need to make sure that they do not run into the risk of getting audited.
What does a tax preparer do?
A tax preparer needs to obtain a client’s financial records to estimate the payment of taxes and returns. They also need to fill in tax reports along with advising clients regarding the tax management strategies.
Job brief
We are on the lookout for an experienced tax preparer who can join our team. You will be responsible for working with our clients and calculating their taxes which include returns, liabilities, expenses, and deductions. Furthermore, you will be reviewing the accuracy of data entered in the tax forms which will be based on tax rules and regulations. To be successful in this role, you must have advanced mathematical skills and the ability to analyze complicated data.
Duties and Responsibilities
The duties and responsibilities can be provided as follows:
Calculating tax payments
Preparing quarterly and annual reports
Completing clients’ tax documentation
Estimation of tax, liabilities, expenses, and deductibles
Advise individuals and companies regarding the tax strategies
Ensuring there is compliance with the government tax rules
Research new tax trends and regulations
Key requirements
The key requirements can be provided as follows:
Have relevant experience as a tax preparer or a similar role
Advanced MS office skills
Excellent computational ability
A degree in finance or accounting
Comprehensive understanding of government tax laws