Tax Preparer Job Description

Tax preparers have an important job that requires earning the trust of the client. It is their responsibility to prepare and submit an accurate and timely return to the Internal Revenue Service (IRS). Tax preparers must keep up-to-date on the continually changing tax codes and have knowledge of both federal and state tax laws.

Basic Job Description:

  • Prepare income tax forms for individuals and small businesses depending on experience.
  • Review financial records such as prior tax return forms, income statements and documentation of expenditures to determine forms needed to prepare return.
  • Compute taxes owed and complete tax forms using instructions and tax tables provided.
  • Consult tax law handbooks or bulletins to determine procedure for preparation of basic returns.
  • Occasionally verify totals on forms prepared by others to detect mathematic or procedural errors.

Tax Preparation Duties

  • Meet with clients to discuss their tax preparation needs.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Advise clients to bring all of their receipts and tax forms before preparing their tax forms.
  • Experienced preparers may complete anything from simple tax returns for individuals to more complicated ones for business clients.

Administrative Duties

  • Maintain records of tax returns in a computer database.
  • Extract electronic tax returns and forms when information is missing.
  • Experienced preparers may also help train new preparers on procedures and policies.

Work Environment

  • Business office with other like-minded professionals. Much of the work day is spent reviewing prior year taxpayer returns, documents and receipts.
  • Flexible work hours: Monday to Friday, between 10:00 a.m. to 7:00 p.m.; Saturday 10:00 a.m. to 6:00 p.m.; and Sunday 11:00 a.m. to 4:00 p.m., or by appointment.
  • Some overtime may be required.

 Education and Training

  • MINIMUM: Age 18 years of age or older. High school diploma or GED equivalent. Eligible to work in the United States. Must attend tax class and pass tests with 80% or higher prior to job offer.
  • TAX PREPARER: Active Preparer Tax Identification Number (PTIN) holder. Able to meet continuing education (CE) requirements for the IRS’ 2016 Annual Filing Season Program (AFSP). Able to satisfy Earned Income Tax Credit (EITC) Due Diligence Training. Familiar with computers, office equipment, tax software and electronic filing procedures.
  • IDEAL CANDIDATE: Works well under stress particularly as the April 15 deadline approaches. Has exceptional interviewing and interpersonal skills.
  • OTHER WORK: Non-tax preparer positions may be available based on need and volume (i.e., Data Entry, Reception, Promoter and Marketer).