*Client Consultation: Interview clients to gather financial data, W-2s, 1099s, and expense records.*Tax Preparation & Filing: Compute taxes owed or refunds, and prepare accurate federal, state, and local tax returns.*Tax Planning & Strategy: Advise clients on, and identify potential, deductions and credits to minimize tax liability.*Data Accuracy: Review records for compliance, verifying data input to detect errors in arithmetic or procedure.*Software Utilization: Use professional tax software*Client Service: Build rapport, answer tax questions, and provide year-round planning assistance
4-7 years
Client Consultation: Interview clients to gather financial data, W-2s, 1099s, and expense records.Tax Preparation & Filing: Compute taxes owed or refunds, and prepare accurate federal, state, and local tax returns.Tax Planning & Strategy: Advise clients on, and identify potential, deductions and credits to minimize tax liability.Data Accuracy: Review records for compliance, verifying data input to detect errors in arithmetic or procedure.Software Utilization: Use professional tax softwareClient Service: Build rapport, answer tax questions, and provide year-round planning assistanceActive PTIN (Preparer Tax Identification Number) from the IRS is required.*Kowledge of current tax laws, codes, and regulations.*Computer skills, attention to detail, and proficiency in, or ability to learn, tax preparation software
Client Consultation: Interview clients to gather financial data, W-2s, 1099s, and expense records.Tax Preparation & Filing: Compute taxes owed or refunds, and prepare accurate federal, state, and local tax returns.Tax Planning & Strategy: Advise clients on, and identify potential, deductions and credits to minimize tax liability.Data Accuracy: Review records for compliance, verifying data input to detect errors in arithmetic or procedure.Software Utilization: Use professional tax softwareClient Service: Build rapport, answer tax questions, and provide year-round planning assistanceActive PTIN (Preparer Tax Identification Number) from the IRS is required.*Kowledge of current tax laws, codes, and regulations.*Computer skills, attention to detail, and proficiency in, or ability to learn, tax preparation software
Bachelors
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