TaxSmart Business Services
Job Description: Professional Tax Preparer
Minimum Requirements:
College degree with appropriate tax preparation education.
CPA or Enrolled Agent in good standing, or equivalent professional tax preparation experience.
Basic typing skills (40 wpm).
Computer skills and experience with Microsoft Word, Excel and Outlook.
Basic numeric keypad skills (7500 kph).
Excellent people skills.
IRS PTIN in good standing.
Minimum 24 hours CPE annually.
Major Job Responsibilities:
Conduct in-depth client interviews using supplied checklists and knowledge of tax law.
Prepare complex individual and business income tax returns including:
1040 with all required forms and schedules.
Multiple state returns including non-resident, part-year and full year resident returns.
Carefully review your completed returns for errors.
Answer tax questions for clients.
Conduct research on tax questions/issues related to client returns.
Confer with and assist co-workers on tax research.
Other Responsibilities, as needed:
Make client appointments.
Assemble and collate completed tax returns.
Answer telephone, direct calls, take messages.
Greet arriving clients.
Maintain tax return log.
Other responsibilities as assigned.
Description:
Our growing tax and accounting office provides high quality services to small businesses and individuals. A Professional Tax Preparer performs complex income tax preparation duties. It is essential that preparers work within their experience and capabilities. If complications arise, we expect preparers to seek assistance from other team members. Preparers are expected to be effective team members by supporting other office operations as needed. Preparers are encouraged to promote business growth through networking, handing out business cards, telling friends, etc. TaxSmart provides the needed tax software, computer, office supplies, paper, internet connection, reference materials, workspace, etc. to perform the required job responsibilities.
Peak season expectations are for a 5-day, 40-hour work week with occasional Saturdays and evenings. We are closed on Sundays. Extended employment could be available beyond April 15 if there are sufficient extended tax returns yet to be completed. Therefore, continued employment will be on an as needed basis
All tax preparers are expected to maintain professional relationships with clients and other employees at all times. Integrity and honesty are minimum requirements for success. Therefore, all preparers are expected to abide by the standards laid out in IRS Circular 230 and/or the AICPA Code of Professional Conduct.
Furthermore, tax preparers are expected to be inquisitive about tax laws and regulations. Asking questions, seeking advice, and conducting research are strongly encouraged. Thus, Professional Tax Preparers must stay current on appropriate tax law changes and updates through reading professional journals, IRS announcements, etc.
Likewise, all prepares must be able to communicate their tax knowledge to clients in a positive, helpful, easy to understand manner. We want our clients to say, “Thanks for helping me to understand.”
Reports to/Supervisor: Kimberly Peykoff, EA
Remuneration:
Base Pay = $25 - 35/hour, paid semi-monthly.
Accuracy Bonus = 0 – 5% of Tax Preparation Fees Collected. Paid October 31.
Participation in company retirement plan, in second calendar year of service.
Paid membership in AICPA, GSCPA, NATP, NSTP, or NAEA.
Continuing education reimbursement up to $500 annually, with supervisor pre-approval.
Paid membership in a local networking group, up to $300 annually, with supervisor pre-approval.
About TaxSmart Business Services:
A family owned and operated business which opened in 2002. Because of our passionate commitment to customer service and our focus on small business tax needs, our firm has continued steady growth. Therefore, we continue our strategy for providing excellent service and high-quality tax preparation. Business and personal tax return preparation continues to be the core of our success, while payroll and small business write up work keep us busy year-round. Other components of our business include tax planning, IRS audit representation, tax collections and negotiations, sales tax returns, tax research, etc.
Since 2007, we have been RamseyTrusted Tax Pros. We continue our relationship with Ramsey Solutions today.
What makes TaxSmart Business Services different from other firms:
Accuracy: Our attention to detail is thorough and complete.
Integrity: We stand behind work for the benefit of our clients.
Service: Clients receive personal attention from our expert tax team.
Reasonable/competitive prices.
Year-round services.
Family owned and operated by CPA and Enrolled Agents.
Enrolled Agents are federally licensed by US Department of Treasury and IRS.
Designated RamseyTrusted by award winning Ramsey Solutions.
Application Procedure:
Submit resume with complete job history and 3 employment references to
TaxSmart Employment Opportunities
PO Box 280
Holly Springs, GA 30142.
Or email:
Three to Five applicants will be selected for initial interviews which will include brief computer typing and 10-key skills evaluation.
Two or three applicants will be asked to complete a “sample” tax return at his/her own time and place with information provided by TaxSmart.
Final applicants will be required to successfully complete the following prior to a final decision: Pre-employment drug screening, criminal background check, and credit check.
TaxSmart Business Services
(770) 704-7777
