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Tax Preparer Job Description

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Tax Preparer Job Description

We are recruiting for a driven Tax Preparer to ensure that clients’ tax documents are prepared and filed on time. The Tax Preparer’s responsibilities include developing solutions for potential tax issues, keeping abreast of new developments in tax legislation, and informing staff of new legislative developments. You should also be able to advise clients on tax planning, tax research, and tax compliance.

To succeed you should be able to manage multiple projects efficiently. Ultimately, an outstanding Tax Preparer should be able to identify opportunities to grow the company’s client base.

Tax Preparer Responsibilities

  • Proven experience as a tax manager, public accountant or similar role.
  • The ability to work with different taxation software.
  • Extensive knowledge of tax legislation.
  • Proficient in Microsoft Office (Excel, Word, PowerPoint).
  • Strong analytical and communication skills.
  • Sound problem-solving skills.
  • Bachelor’s degree in Accounting, Taxation, Finance, Business or related field.
  • Certified Public Accountant (CPA) license.

Tax Preparer Requirements

  • Accurately preparing and filing tax returns in a timely manner.
  • Identifying tax problems and developing solutions.
  • Develop tax strategies to assist clients in being tax-compliant.
  • Complete responses and schedules in preparation for income tax audits.
  • Monitor developments in tax legislation.
  • Review tax returns.
  • Inform management and staff of developments in tax legislation.
  • Supervise members of the tax team to ensure that tax returns are completed correctly.
  • Build and maintaining relationships with clients.
  • Proven experience as a tax manager, public accountant or similar role.
  • The ability to work with different taxation software.
  • Extensive knowledge of tax legislation.
  • Proficient in Microsoft Office (Excel, Word, PowerPoint).
  • Strong analytical and communication skills.
  • Sound problem-solving skills.
  • Bachelor’s degree in Accounting, Taxation, Finance, Business or related field.
  • Certified Public Accountant (CPA) license.

Personalising Your Tax Preparer Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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