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Tax Preparer Job Description Sample Template


This free Tax Preparer job description sample template can help you attract an innovative and experienced Tax Preparer 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 Preparer Job Summary

We are looking for a detail-oriented Tax Preparer to join our company. You will work with clients to gather all necessary documents, complete income tax documents, file returns, and check financial statements for errors. Our ideal candidate is a Certified Public Accountant (CPA), but we will also consider applicants with bookkeeping experience if you are familiar with Generally Accepted Accounting Principles (GAAP). You must have a valid Preparer Tax Identification Number (PTIN) to apply for this role.

Tax Preparer Duties and Responsibilities

  • Prepare and file tax documents, such as income tax returns
  • Check documents for errors
  • Meet with clients
  • Provide support to clients in the case of an IRS audit
  • Perform other clerical duties as necessary

Tax Preparer Requirements and Qualifications

  • High school diploma or GED certificate; bachelor's degree in finance or accounting is preferred
  • Valid Preparer Tax Identification Number (PTIN)
  • Certified Public Accountant license (preferred)
  • Bookkeeping experience
  • Familiarity with Quickbooks software and Generally Accepted Accounting Principles (GAAP)
  • Bilingual communication skills a plus

This template is provided for informational purposes only. The ultimate responsibility for selecting an accurate and non-misleading job title and description, and ensuring that a job posting does not otherwise violate any applicable laws or ZipRecruiter’s Terms of Use, rests solely with the employer. ZipRecruiter makes no representation as to whether the template above accurately describes the employer’s job posting. Please review our Terms of Use and Job Posting Rules for further information.