Ultimate Staffing · 1 week ago
Tax Preparer Seasonal
Ultimate Staffing is seeking motivated, detail-oriented individuals to join their team as Tax Preparers for the seasonal period. The role involves preparing individual and small business tax returns, collecting and organizing client financial documents, and communicating with clients to clarify tax-related questions.
Responsibilities
Prepare individual and small business tax returns accurately and efficiently
Collect, review, and organize client financial documents (W-2s, 1099s, prior returns, receipts, etc.)
Communicate with clients via phone, email, or video to clarify tax-related questions
Maintain confidentiality and uphold IRS regulations and ethical standards
Schedule and conduct appointments with clients virtually or in person (if applicable)
For new preparers - work under the guidance of senior preparers or trainers during the learning phase
Qualification
Required
Must have (or be willing to obtain) a valid PTIN before filing returns
Ability to read and follow detailed instructions
Strong attention to detail and time management skills
Professional communication and customer service skills
Preferred
Experienced preparers: At least one prior season preparing individual or business returns preferred
New preparers: Training and support provided - must be eager to learn and ask questions