Tax Preparer

Professional Freedom Tax Service, Inc.
Job Description
Advise clients in the tax preparation process and prepare and file tax documents

Take incoming calls from clients to answer tax questions and set up tax preparation appointments

Ensure the confidentiality of each client by following all company procedures regarding information handling

Grow the business by promoting our services and expanding our client base

Attend to the needs of clients to inspire them to refer the service and come back the following year

Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Calculate tax information.
 
 
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Calculate tax information.
 
 
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Calculate tax information.
 
 
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Advise others on financial matters.
 
 
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Verify accuracy of records.
 
 
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Update professional knowledge.
 
 
Calculate form preparation fees according to return complexity and processing time required.
Calculate tax information.
 
 
Answer questions and provide future tax planning to clients.
Develop financial plans for clients.
Correspond with customers to answer questions or resolve complaints.
 
 
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Examine financial records.
 
 
Explain federal and state tax laws to individuals and companies.
Explain regulations, policies, or procedures.

Email Cover Letter and Resume to Info@myprofessionalfreedom.com
Contact Information

Printed courtesy of www.romega.com – Contact the Rome Floyd Chamber for more information.
1 Riverside Pkwy , Rome, GA 30161-3042 – (706) 291-7663 – grcc@romega.com