Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail
Maintain accurate records of tax returns and related documents
Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws
Calculate tax liabilities and refunds based on the information provided
Identify and apply any available tax deductions, credits, or exemptions that may be applicable to the taxpayer's situation
Perform detailed reviews on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance
Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data from these documents into tax preparation software
Communicate directly with clients to answer questions and provide guidance on tax-related matters
Requirements
1 year of relevant experience in tax return preparation preferred
High School Diploma or equivalent required
Associates degree preferred
Benefits
health, dental, vision, 401k and much more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
1040 forms preparationtax return filingtax compliancetax liability calculationtax deductionstax creditstax exemptionsdata entryaccounting theorytax law
Soft skills
communicationclient guidanceattention to detailorganizational skills