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W3Global
Tax Preparer
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What they do
A Tax Preparer prepares tax returns for individuals or small businesses, with certification as required by the Internal Revenue Service. Provides knowledge and experience with tax law, accounting and software.
$28,344 / year median in Georgia
+17% projected growth
Job Description
Job descriptionWe are looking for seven goal-driven
Tax Agents will advise clients, review and analyze tax information provided by clients, prepare and file accurate tax returns, and assist clients with future tax planning.
Our Tax Preparers are expected to maintain strict client confidentiality while providing excellent customer service that builds trust and encourages repeat business.
To succeed as a Tax Preparer, you should be knowledgeable about legislation and regulations, provide excellent client service, and maintain the high standards set by the organization.
ResponsibilitiesHandle corporate and individual taxes, ITINs, and Amendments.
Review and analyze tax documents submitted by clients, including Schedule C and 1040.Prepare and electronically file individual and/or business tax returns.
Advise clients regarding their tax situation and future tax planning.
Communicate clearly with clients regarding missing information, tax questions, and filing requirements.
Handle correspondence with clients and tax authorities when necessary.
ITIN new, renewal, and follow up on Rejects.
Process IRS and State payments.
Maintain accurate and organized client records in the systems.
Protect confidential and sensitive client information at all times.
Stay informed about applicable tax laws, regulations, and filing requirements.
Provide excellent customer service and maintain the high standards of our organization.
RequirementsBilingual - fluent in both English and SpanishMinimum of 1 year of tax preparation experienceValid IRS Preparer Tax Identification Number (PTIN) preferredRegistered Tax Return Preparer credentials or relevant tax preparation certification preferredStrong computer and technology skillsExcellent verbal and written communication skillsStrong attention to detail and accuracyAbility to maintain strict confidentiality when handling sensitive client and financial informationStrong customer service skillsAbility to work efficiently in a fast-paced, deadline-driven environmentMust have experience preparing Georgia individual tax returns and be familiar with Georgia state tax laws and filing requirements.
BILINGUAL
Tax Agents to join our team for the next Tax Season (JAN -APR 2027). You will work virtually, as most of our clients are virtual and based in Georgia.Tax Agents will advise clients, review and analyze tax information provided by clients, prepare and file accurate tax returns, and assist clients with future tax planning.
Our Tax Preparers are expected to maintain strict client confidentiality while providing excellent customer service that builds trust and encourages repeat business.
To succeed as a Tax Preparer, you should be knowledgeable about legislation and regulations, provide excellent client service, and maintain the high standards set by the organization.
ResponsibilitiesHandle corporate and individual taxes, ITINs, and Amendments.
Review and analyze tax documents submitted by clients, including Schedule C and 1040.Prepare and electronically file individual and/or business tax returns.
Advise clients regarding their tax situation and future tax planning.
Communicate clearly with clients regarding missing information, tax questions, and filing requirements.
Handle correspondence with clients and tax authorities when necessary.
ITIN new, renewal, and follow up on Rejects.
Process IRS and State payments.
Maintain accurate and organized client records in the systems.
Protect confidential and sensitive client information at all times.
Stay informed about applicable tax laws, regulations, and filing requirements.
Provide excellent customer service and maintain the high standards of our organization.
RequirementsBilingual - fluent in both English and SpanishMinimum of 1 year of tax preparation experienceValid IRS Preparer Tax Identification Number (PTIN) preferredRegistered Tax Return Preparer credentials or relevant tax preparation certification preferredStrong computer and technology skillsExcellent verbal and written communication skillsStrong attention to detail and accuracyAbility to maintain strict confidentiality when handling sensitive client and financial informationStrong customer service skillsAbility to work efficiently in a fast-paced, deadline-driven environmentMust have experience preparing Georgia individual tax returns and be familiar with Georgia state tax laws and filing requirements.