Tax Professional Job Description Sample Template
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This free Tax Professional job description sample template can help you attract an innovative and experienced Tax Professional to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.
Tax Professional Job Summary
Our company is seeking a Tax Professional to help our customers file their annual tax returns with the Internal Revenue Service (IRS). This will involve reconciling their income tax documents and helping them find tax deductions. Our ideal applicant has a bachelor's degree in accounting, certified public accountant credentials, and several years of bookkeeping or tax preparation experience. Since you will be working with people from various backgrounds and finance experience, you need to be a strong communicator. You also need to be familiar with Quickbooks software.
Tax Professional Duties and Responsibilities
- Schedule appointments with clients
- Advise clients on taxation principles
- Prepare and file tax returns
- Audit returns for accuracy and compliance
- Maintain relationships with clients
Tax Professional Requirements and Qualifications
- A bachelor's degree in accounting
- A CPA license
- Public accounting, bookkeeping, or tax preparation experience
- A valid preparer tax identification number (PTIN)
- Experience with bookkeeping software
- Excellent interpersonal and communication skills
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