Oregon Licensed Tax Preparer

Job Title : Oregon Licensed Tax Preparer

Department / Business Unit : Managed Operations

Reports to : Office Supervisor

Status : Seasonal

FLSA Status : Non-Exempt

Job Summary

The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance.

Responsibilities / Duties

Tax Preparation :

• Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Must be an Oregon Licensed Tax Preparer as required by the Oregon Board of Tax Practitioners. If you do not yet have your license and are ready to test, programs may be available to compensate for the cost of testing and licensure. Please ask for details.
• Must complete 30 hours of Continuing Education credits as required by the Oregon Board of Tax Practitioners annually for license renewal.

Customer Service :

Compliance and Accuracy :

Documentation and Recordkeeping :

Training and Development :

Collaboration :

Qualifications

Education and Experience

Physical Requirements

Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season.

Work Environment

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.

Liberty Tax Service is an equal opportunity employer.