Jacket Preparer Job Description Sample

Our client is looking to hire a Tax Preparer immediately! This exciting opportunity is in four different areas in the Bay and has the room to advance within their company. This Tax Accountant opportunity is for a temporary position! Are you looking for a quick opportunity to make some cash? You are even able to work remote! Our financial services team is searching for someone who is motivated, hard-working and goal-oriented to fill this position. The ideal candidate MUST HAVE 5 years of experience working with taxes and someone who is proficient in Lacerete To apply, please email your resume directly to
Organizing and updating companies data base
Correlating with internal and external auditors
Prearing all necessary documents for tax payments and returns

Requirements

5+ years of individual tax experience
Experience working with High-net level individuals
CPA or PTIN REQUIRED
Ability to establish priorities by working independently
Team-oriented To apply, please email your resume directly to TODAY

Employment Type: Temporary

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred but willing to train
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products. We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success.

Responsibilities

The Loan Document Preparer is responsible for providing accurate and necessary documents in accordance with approval criteria, underwriting specifications, regulatory requirements and policy within a limited timeframe to perfect bank's lien or position. The individual ensures the terms & conditions, in which the loan was approved, are met.

• Prepares loan documents

• Analyzes loan details to confirm adherence to all legal and bank requirements

• Interprets loan details to confirm adherence to the approved loan agreement

• Communicates with a wide variety of individuals regarding sensitive and timely information

• Obtains missing documents from frontline personnel

• Evaluates documents to minimize risk

• Identifies and explains documents to be presented

• Orders, reviews, and files third party documents such as UCC 1, UCC 3, etc.

Qualifications

• High School diploma or equivalent educational/work experience

• 3 years document preparation experience in CRE, C&I, and Consumer lending

• Experience with loan documentation systems such as LaserPro and Wolters Kluwer

Skills

• Requires knowledge of loan related regulations, bank policies and required documentation; ability to recognize loan documentation deficiencies

• Working knowledge of Microsoft Excel and MS Word

• Work occasionally requires more than 40 hours per week to perform the essential functions of the position

• Lifting in an office setting may be required up to 30lbs.

Equal Opportunity Employer

Job Description:

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all of the

required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks
1.Establish rapport with clients to build working relationships and increase retention
2.Provide exceptional customer service
3.Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
4.Other duties as assigned

Position Qualifications
1.1+ years of experience preferred
2.Required PTIN eligibility
3.Excellent interpersonal and customer service skills
4.Ability to communicate in a professional manner
5.Qualified applicants must be self-starters and computer literate
6.Flexible to work nights and weekends as necessary
7.Attention to detail

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer