Job Role Description

Finance > Tax Service (Up to 1 Year)

Salary National Average

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44190.0000 57390.0000 76660.0000

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Short Description:

An Entry-Level Tax Service Preparer is responsible for assisting in the preparation and filing of tax returns for individuals or businesses. Their duties include gathering and organizing financial documents, inputting data into tax preparation software, and ensuring accurate and complete information for tax filings. Entry-Level Tax Service Preparers may also provide administrative support to more experienced tax professionals and participate in training programs to enhance their understanding of tax regulations and procedures. Strong attention to detail, willingness to learn, and effective communication skills are essential for success in this role as Entry-Level Tax Service Preparers contribute to the efficient functioning of tax preparation services.

Duties / Responsibilities:

  • Prepare the company's value proposition to clients concerning various company products and services and uses prescribed selling techniques.
  • Conduct a thorough in-person interview with potential clients using the company's propriety tax software application.
  • Deliver exceptional customer service by anticipating customer needs and considering the impact of all decisions/actions on the customer.
  • Complete all related tax forms per policies and in compliance with legislation and regulations. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Research tax-related questions and issues and responds to clients appropriately and within a timely manner.

Skills / Requirements / Qualifications

  • Working with Computers: Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Get Information: Observing, receiving, and obtaining information from all relevant sources.
  • Update and Using Relevant Knowledge: Keeping up-to-date technically and applying new knowledge to your job.
  • Processing Information: Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Analyze Data or Information: Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Document/Recording Information: Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • Evaluate Information to Determine Compliance with Standards: Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Job Zones

  • Title: Job Zone Three: Medium Preparation Needed.
  • Education: Most occupations in this zone require vocational school training, on-the-job experience, or an associate's degree.
  • Related Experience: Previous work-related skill, knowledge, or experience is required for these occupations. 
  • Job Training: Employees in these occupations usually need one or two years of on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
  • Job Zone Examples: These occupations usually involve communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. 
  • Specific Vocational Preparation in years: 1-2 years preparation (6.0 to < 7.0)

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