Part Time
N/A
20
Feb 13, 2026
Tax Preparer Job Description
Position Title: Tax Preparer
Department: Finance / Administration
Reports To: Owner / Office Manager / Accountant
Employment Type: Part-Time / Full-Time / Seasonal
Position Summary
The Tax Preparer is responsible for preparing and filing tax returns accurately and on time. This role includes collecting financial information, entering data into tax software, organizing client records, and ensuring compliance with federal and state tax regulations. The Tax Preparer must maintain confidentiality, work independently, and provide professional customer service.
Essential Duties and Responsibilities
Prepare individual and/or business tax returns
Enter financial and tax information into tax software (data entry)
Organize and file tax documents (digital and paper)
Maintain accurate client records
Communicate with clients to obtain required documentation
Conduct basic tax and compliance research when needed
Ensure timely electronic filing of returns
Maintain confidentiality of financial information
Assist with administrative filing tasks
Required Qualifications
Minimum 5 years of tax preparation experience
PTIN (Preparer Tax Identification Number) required
Experience using CrossLink tax software
Strong spreadsheet skills (Excel or Google Sheets)
Fluent in English
Ability to work evening hours (Eastern Time)
Strong data entry and filing skills
Self-starter with the ability to work independently
Strong organizational and research skills
High attention to detail
Preferred Qualifications
Experience preparing both individual and small business returns
Bookkeeping or accounting experience
Experience with electronic filing systems
Customer service experience.