Tax Preparer

Shirley, NY

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Tax Preparer: 

We have a new career opportunity for you to deliver exemplary customer service. Join a team that is focused on being advocates for our clients. 

? Responsibilities and Duties 

  • Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations 

  • Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion 

  • Consults tax law reference materials to determine procedures for preparation of atypical returns 

  • Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns 

  • Researches tax related questions and issues, and responds to clients appropriately and within a timely manner 


 Previous experience in tax preparation and filing a plus but not necessary.

  • Good communication, interpersonal and customer services skills. 

  • Basic knowledge of computer functions required. 

  • Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number) 

    Military and Veterans are welcome to Apply!!
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