Job Descriptions/ Tax Preparer

Tax Preparer Job Description: Duties, Skills, Education & Salary

Use our customizable and updated tax preparer job description template. It covers key responsibilities, qualifications, educational requirements, and salary insights. Simplify your job posting today.

A tax preparer helps individuals and businesses file accurate tax returns by calculating income, deductions, and credits. They ensure compliance with tax laws and often provide advice to minimize liabilities and maximize refunds.

Jun 5, 2025

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Tax Preparer Job Description Template

Job Title: Tax Preparer

Location: [Insert Location]

Job Type: [Full-time/Part-time/Contract/Seasonal]

Reports To: Tax Manager / Accounting Supervisor

About the Role

We’re looking for a meticulous Tax Preparer to deliver accurate and efficient tax preparation services for our clients. As the bridge between financial data and compliance, you’ll prepare tax returns and provide expert guidance. This role requires analytical skills, attention to detail, and a commitment to client satisfaction.

Tax Preparer Job Responsibilities and Duties

  • Prepare individual and business tax returns in compliance with federal and state regulations
  • Review financial records and gather necessary documentation from clients
  • Collaborate with clients to identify deductions, credits, and tax-saving opportunities
  • Ensure accuracy and timeliness in filing tax documents
  • Stay updated on tax laws, regulations, and industry best practices
  • Respond to client inquiries and provide basic tax advice
  • Maintain organized records and document tax preparation processes
  • Align services with client needs and organizational standards
  • Communicate tax-related issues or updates to supervisors or clients

Tax Preparer Qualifications and Skills

  • Strong analytical and numerical abilities
  • Solid understanding of tax codes and financial documentation
  • Excellent proficiency with tax preparation software (e.g., TurboTax, H&R Block, Drake)
  • Experience in tax preparation or accounting roles
  • Ability to handle sensitive financial information with confidentiality
  • Strong communication and client service skills
  • Detail-oriented and deadline-driven approach

Education and Experience Requirements

  • High school diploma or equivalent required; Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred
  • 1+ years of experience in tax preparation or related financial roles preferred
  • Valid Preparer Tax Identification Number (PTIN) required
  • Familiarity with IRS and state tax regulations
  • Certifications such as Enrolled Agent (EA) or Certified Public Accountant (CPA) are a plus

To apply, send your resume and a brief cover letter explaining your tax preparation experience. Email your application to [email protected] or call +1 999999999 for more information.

Tax Preparer Average Salary

In the U.S., Tax Preparers typically earn between $59,740 and $65,000 per year, depending on experience, location, and work setting (e.g., seasonal vs. full-time). Certified professionals or those in high-demand areas may earn additional bonuses.

Hire the Right Tax Preparer Today

A comprehensive Tax Preparer job description is your first step in hiring. It helps attract skilled professionals who ensure compliance, maximize client savings, and enhance your firm’s reputation.

To speed up your candidate search, use Skima AI to find the ideal candidates for your needs. Simply enter what you're looking for, such as "Tax Preparer with 2 years of experience in New York," and its AI search feature will scan millions of profiles, then rank the best ones for you. Start your free trial now.

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Frequently Asked Questions

1. What is a tax preparer?

A tax preparer is a professional who assists individuals and businesses in preparing and filing tax returns, ensuring compliance with tax laws and maximizing potential refunds or minimizing liabilities.

2. What does a tax preparer do?

A tax preparer gathers financial information, calculates tax obligations, identifies applicable deductions and credits, and submits accurate tax filings on behalf of clients.

3. What are the responsibilities of a tax preparer?

Responsibilities include reviewing financial documents, preparing tax returns, advising clients on tax matters, staying updated on tax regulations, and ensuring confidentiality and accuracy in all filings.

4. How to hire a tax preparer?

To hire a qualified tax preparer, seek individuals with a valid Preparer Tax Identification Number (PTIN) and relevant credentials. Skima AI simplifies this process by connecting you with vetted professionals tailored to your specific tax needs.