Tax Preparer

RESPONSIBILITIES OF A TAX PREPARER

1. Understand the tax system
2. Be able to interview clients
3. Prepare returns for an individual (1040)
4. Assist in inputing information for business returns
5. Check Data – verify records/computation
6. Must be willing to research unknown areas

QUALITIES

• Communication skills – active listening capability to breakdown complex tax laws to simple    terms for clients.
• Critical Thinking
• Must be dependable, competent and reliable.
• Must attend to details.
• Must love technology/computers.
• Be personable and patient.
• Bookkeeping skills a plus.

Bookkeeper

RESPONSIBILITIES OF A BOOKKEEPER

 Bookkeeper (PT / FT)

1. Accounts payable
2. Accounts receivable
3. Process payroll/file quarterly returns
4. Record check register
5. Prepare taxes
6. General administrative work
7. Knowledge of QuickBooks is a plus.

QUALITIES

• Communication skills – active listening capability to breakdown complex tax laws to simple terms for clients.
• Critical Thinking
• Must be dependable, competent and reliable.
• Must attend to details.
• Must love technology/computers.
• Be personable and patient.
• Bookkeeping skills a plus.

Application for Employment (PDF)