Overview
Tax Breaker Co. would like to introduce the role of the virtual tax preparer. Enjoy working from school, home, the office, etc. as this role is a virtual one and you will be permitted to download the relevant software to be able to carry out all of your job responsibilities remotely
This job is: 1) A good fit for applicants with gaps in their resume, and are ready to embark upon a promising and rewarding career in financial services 2) A job for which all ages, including older job seekers, are encouraged to apply and 3) Open to but not limited to applicants who do not have a college diploma.
Responsibilities & Duties
- Communicate with a diverse range of individuals and families on tax issues, getting information on income, expenses, credits, allowances and more
- Estimate return preparation time and complexity after a quick initial assessment, and complete one project as quickly and thoroughly as possible before moving on to the next
- Keep clients’ taxes as low as feasible through legally allowable credits, deductions and adjustments
- Explain and simplify tax concepts that are often complicated, and give tax planning tips and advice as applicable
- Help people who owe tax to make arrangements for their payments, and assist clients who need help getting refunds deposited
- Check relevant tax law, including statutes and handbooks, to ensure proper compliance
- Use software to prepare and file returns and to help verify the accuracy of returns, and collaborate with co-workers, tax professionals and clients as necessary to ensure completeness of tax returns
- Work without making negative judgments, and keep interactions with clients positive and supportive
Qualifications & Experience:
Familiarity with tax preparation software
Annual Tax Return Preparer Examination Certificate (IRS requirement)
Preferred:
CPA license (a plus)
Associate degree or higher in business administration, finance, accounting or a related field
1+ years of experience in tax preparation
Spanish-language fluency (a plus)
Salaries & Wages
$20-$50 per return (depending on the type of return)
