How to write a Tax Preparer job description

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Tax Preparer job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

Examples of Tax Preparer job titles

    Tax Preparer
    Experienced Tax Preparer
    Seasonal Tax Preparer
    Tax Preparer (Part-Time)
    Tax Professional

Tax Preparer job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of a Tax Preparer job summary

Our tax services firm is looking for a detail-oriented Tax Preparer to join our growing team. The successful candidate must be able to pass our company’s free tax preparation course. The Tax Preparer will be responsible for communicating with clients about the tax preparation process, setting appointments, and assisting with tax preparation and filing. Our company handles personal state and federal returns, and provides commercial tax support to smaller enterprises. If you have experience with Tax Preparation, please contact us today.

Tax Preparer responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

Examples of Tax Preparer responsibilities

    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

Tax Preparer qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

Examples of Tax Preparer skills

    Bachelor’s Degree in Accounting or Finance required
    Excellent customer service skills
    Strong written and verbal communication skills
    Impeccable mathematics skills
    Must be able to complete our free tax preparation course
    Knowledge of Microsoft Word and Excel programs required

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