- Office in Middletown
About Company:
At Liberty Tax, our mission is to be trusted locally and respected nationally as the best choice for professional tax services. We’re not just in the business of taxes—we’re in the business of building relationships. The people we help during tax season are not just our customers; they’re our neighbors. We understand that when they come to us, they’re looking for someone they can trust, a price they can afford, and solutions that either reduce what they owe or maximize their refund.
Our team is the heart of that mission. We are committed to providing our clients with the best possible experience while establishing ourselves as trusted tax experts for life. If you're passionate about making a positive impact, helping people in your community, and growing your career with a company that values integrity and excellence, Liberty Tax is the place for you. Join us, and help us build long-term relationships and continue our tradition of being the trusted choice for tax services.
About the Role:
The Tax Preparer plays a critical role in ensuring clients comply with federal, state, and local tax regulations by accurately preparing and filing tax returns. This position involves analyzing financial statements and tax documents to develop effective tax plans that minimize liabilities while adhering to current tax laws. The Tax Preparer will work closely with individuals, partnerships, and businesses to provide tailored tax advice and support during audits. A key outcome of this role is to deliver timely and precise tax services that enhance client satisfaction and maintain regulatory compliance. Ultimately, the Tax Preparer contributes to the financial well-being of clients by optimizing their tax positions and mitigating risks associated with tax filings.
Minimum Qualifications:
- Proven experience in preparing individual and business tax returns.
- Strong knowledge of federal and state tax laws and regulations.
- Familiarity with partnership tax filings and related compliance requirements.
- Ability to analyze financial statements and tax documents accurately.
- Excellent communication skills to effectively advise and interact with clients.
Preferred Qualifications:
- Certification as an Enrolled Agent (EA), Certified Public Accountant (CPA), or equivalent.
- Experience with tax audit processes and client representation before tax authorities.
- Proficiency in tax preparation software and financial management tools.
- Background in business services or accounting firms.
- Advanced training or coursework in tax planning and compliance.
Responsibilities:
- Prepare and file accurate federal, state, and local tax returns for individuals, partnerships, and businesses.
- Analyze financial statements and tax documents to identify applicable deductions, credits, and tax planning opportunities.
- Advise clients on tax strategies and compliance requirements to optimize their tax outcomes.
- Assist clients in responding to tax audits and inquiries from tax authorities.
- Stay current with changes in tax laws and regulations to ensure compliance and provide informed guidance.
Skills:
The required skills such as tax return preparation, tax planning, and knowledge of tax laws are applied daily to ensure clients' tax filings are accurate and compliant with current regulations. Expertise in federal tax and partnership tax enables the Tax Preparer to handle diverse client needs, from individuals to complex business entities. Advising clients requires strong interpersonal and communication skills to explain tax implications clearly and develop effective strategies. Handling tax audits involves analytical skills and attention to detail to gather necessary documentation and respond appropriately to tax authorities. Additionally, reviewing financial statements supports the identification of tax-saving opportunities and ensures comprehensive tax preparation.
