Tax Preparer Job Description Template

The Tax Preparer job description template outlines the responsibilities and requirements for individuals interested in working in the field of tax preparation. Tax Preparers are responsible for assisting clients with filing tax returns and ensuring compliance with local, state and federal tax regulations. This job requires strong attention to detail, organizational skills, and excellent communication with clients. If you have a background in finance, accounting or taxation, this template can help you attract the right candidates for your tax preparation team.

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Job Overview

Tax Preparers are responsible for preparing and filing tax returns for individuals and businesses. They ensure clients comply with tax laws and regulations and maximize their financial resources by minimizing their tax liabilities.


  • Collect and organize tax-related information and documents
  • Prepare accurate and complete tax returns for clients
  • Advise clients on tax planning strategies
  • Stay up-to-date with changes in tax laws and regulations
  • Respond to clients' tax related questions and concerns
  • Assist with tax audits and other related activities
  • Maintain confidentiality of clients' information


  • Bachelor's degree in accounting, finance or related field
  • 3+ years of experience in tax preparation
  • Strong knowledge of tax laws and regulations
  • Proficient in using tax preparation software
  • Excellent communication skills
  • Attention to detail and accuracy
  • Ability to work independently and as part of a team

Working Conditions:

  • Typically work in an office environment
  • May work long hours during tax season
  • May need to work evenings and weekends to meet client needs

Creating a Tax Preparer Job Posting

As a business owner, hiring a tax preparer is an essential part of your financial planning. A knowledgeable and experienced tax preparer can help you streamline your tax filing process, save you money, and ensure that you remain compliant with all tax regulations.

When creating a tax preparer job posting, it's important to be specific about the skills, experience, and qualifications you're looking for. Here are some tips to help you create an effective job posting.

Job Description

  • Begin your job posting with a clear, concise job description. This should include the main responsibilities of the job, such as preparing and filing tax returns, communicating with clients, and researching tax codes and regulations.
  • In addition to these duties, you should also list any specific skills or qualifications that you're looking for in a tax preparer. For example, you may want someone with experience using tax software or with a certain level of education in accounting or finance.
  • Requirements

  • List the requirements that applicants must meet to be considered for the job. This can include education, certification, and experience in tax preparation or related fields.
  • You should also include any necessary skills or abilities, such as proficiency in Microsoft Excel or excellent communication skills.
  • Competitive Compensation and Benefits

  • Make sure to include information about the compensation and benefits package that you're offering for this position.
  • This can include salary or hourly pay rates, bonuses or commission structures, health insurance, retirement plans, or other perks.
  • Company Culture

  • Giving potential candidates a sense of your company culture can help attract the right employees to your business.
  • Include information about the company's mission, values, and any unique aspects of the workplace or company culture.
  • Conclusion

  • Creating an effective tax preparer job posting can take time, but it's an essential step in attracting qualified candidates to your business.
  • Be detailed and specific about the qualifications and requirements you're looking for, and make sure to include information about the compensation and benefits package as well as your company culture.
  • FAQs on Creating Tax Preparer Job Posting

    What are the essential details to include in a tax preparer job posting?

  • You need to include the job title, job summary, job responsibilities, requirements, qualifications, and other relevant details such as work schedule, pay rate/benefits, and application process.
  • What should be the job summary or the job overview section in the job posting?

  • The job overview section should be a brief paragraph (2-3 sentences) that highlights the essential responsibilities of the position, the type of organization, and the potential for career growth. Example: ABC Tax Services is seeking a seasoned tax preparer to manage our clients' tax needs, provide excellent customer service, and contribute to the growth of the organization.
  • What should be the list of job responsibilities?

  • The list of job responsibilities should be comprehensive and aligned with the job title in your job posting. It should include duties such as preparing and filing tax returns, maintaining accurate records, managing client relationships, resolving tax issues, and keeping up-to-date with tax laws and regulations.
  • What should be the requirements or qualifications for the position?

  • The requirements or qualifications should include educational qualifications, certifications, and prior work experience. Example: Bachelor's degree in Accounting, CPA certification, and 3-5 years of experience in tax preparation or related field.
  • Should I include salary information in the job posting?

  • It's optional, but it's a good practice to provide salary information or salary range to attract qualified candidates and reduce the number of irrelevant applications. Be sure to include other benefits such as health insurance, retirement plan, vacation/sick leave, etc.
  • Can I use bullet points in my job posting?

  • Yes, use bullet points to highlight the essential job responsibilities and requirements. Bullet points provide clarity and increase readability.
  • What should be the tone or language in my job posting?

  • The tone or language should be professional, concise, and easy to understand. Avoid technical jargon or acronyms unless they're commonly used in the industry. Use active voice, and focus on the essential job duties and qualifications.
  • How should I promote diversity and inclusion in my job posting?

  • You can promote diversity and inclusion by using inclusive language, such as gender-neutral pronouns, avoiding age, race, or gender preferences, and highlighting the organization's commitment to diversity and inclusivity.
  • What should be the next steps after creating a job posting?

  • Once your job posting is ready, you can post it on job boards, social media platforms, company website, and other online resources. Share the job opportunity with your network and ask for referrals. Track the applications and follow up with qualified candidates.
  • How can I attract qualified candidates?

  • To attract qualified candidates, promote your organization's culture, community involvement, and growth opportunities. Offer competitive salary and benefits, provide clear job expectations and opportunities to learn and grow.
  • What mistakes should I avoid while creating a job posting?

  • You should avoid using generic job descriptions, including irrelevant requirements, not specifying the job location, and not providing clear instructions on how to apply. You should also avoid using vague language, long paragraphs, or complicated job titles.
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