Tax Preparers work for financial institutions to provide specific tax advice and submit a person or business entity’s taxes. Their role is to produce error-free tax forms on behalf of a client to maximize their financial health. They review the past tax returns of their clients and collect new tax data to calculate how much their client owes. They give advice on future tax planning and communicate with clients about upcoming tax requirements and deadlines. Tax Preparers can upkeep an individual’s tax files or work with a business’s tax records and help distribute W-2s to employees.
Wat doet een Tax Preparer?
A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.
Verantwoordelijkheden
Een Tax Preparer moet in staat zijn om verschillende taken en verantwoordelijkheden te vervullen. Hieronder staan enkele taken en verantwoordelijkheden die een Tax Preparer moet kunnen uitvoeren:
Informing clients or employers on the tax preparation process
Collecting relevant financial records, including pay stubs and income statements
Inputting data from financial records into tax return software or databases
Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
Acting as a representative for clients with applicable agencies as required
Benodigde vaardigheden
Een concurrerende Tax Preparer zal bepaalde vaardigheden en kwalificaties hebben, waaronder:
In-depth knowledge of applicable tax laws, regulations and deadlines
Proficiency with common tax preparation, word processing and spreadsheet software applications
Familiarity with the tax return submission and confirmation process, including how to navigate the IRS and other government entity online platforms
Excellent customer service skills, including patience and flexibility
Great organizational skills, including time management and strategic thinking
Strong written and verbal communication skills
Soortgelijke aanbiedingen
Als u werft voor functies die gerelateerd zijn aan een Tax Preparer, bekijk dan onze functiebeschrijvingen voor vergelijkbare rollen:
