Credentialed Tax Expert - CPA - 2+Yrs Paid Tax Experience Required

Tasks

• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

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

• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

• Calculate form preparation fees according to return complexity and processing time required.

• Answer questions and provide future tax planning to clients.

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

• Explain federal and state tax laws to individuals and companies.

Skills

• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Writing - Communicating effectively in writing as appropriate for the needs of the audience.

• Speaking - Talking to others to convey information effectively.

• Mathematics - Using mathematics to solve problems.

• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Knowledge

• Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

• Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.