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SalaryJob Summary
Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.
Primary responsibilities
- Compute taxes owed by following tax code.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
- Uncover potential deductions and credits.
- Advise against potential tax liabilities.
- Ensure clients do not pay unnecessary taxes.
- Review financial records such as income statements and documentation of expenditures.
- Interview clients to get a thorough picture of the financial situation.
- Verify totals on past forms for accuracy.
- Calculate and invoice for form preparation fees.
- Consult tax law handbooks for especially difficult tax returns.
- Resolve customer complaints.
- Recommend additional products and services.
- Prepare tax returns using electronic filing software.
- Ensure a copy of the completed return is provided to the customer
- Need at least 2 years as a Commercial Tax Preparer (H&R Block, Liberty Tax) or CPA / Accountant
- Leads will be given by company as well as you will market for your own office
- *Management positions are available minimum team of 10 preparers all in remote locations
Job Type: Contract
Work Location: Remote
