Preparing and electronically filing individual income tax returns for clients is the main focus of this role. The Tax Preparer will gather and review client documentation, accurately enter financial information into tax preparation software, identify applicable deductions and credits, and communicate with clients throughout the process. This position suits a detail-oriented professional committed to following federal and state tax regulations.
Responsibilities
Prepare individual federal and state income tax returns using approved tax preparation software
Collect, organize, and review client tax documents, including W-2s, 1099s, dependent information, and other relevant financial records
Accurately enter client information into the tax preparation system
Review returns for completeness, consistency, and potential errors before submission
Identify potentially applicable deductions, credits, and filing statuses based on client documentation and current tax law
Ask appropriate follow-up questions when information is missing, inconsistent, or requires clarification
Submit returns electronically when authorized and after obtaining all required taxpayer approvals
Follow applicable IRS requirements, state tax regulations, and company procedures
Maintain accurate records of work completed and outstanding client documentation
Provide courteous, professional, and timely service to every client
Explain the tax preparation process and communicate document requirements clearly
Respond to client questions within established company guidelines
Keep clients informed about missing documents, processing delays, and necessary follow-up steps
Explain tax return information within the scope of the preparer’s training and qualifications
Refer complex tax questions or situations outside the preparer’s expertise to the appropriate supervisor or qualified tax professional
Maintain a positive, respectful, and professional attitude when communicating with clients
Build lasting client relationships that encourage trust, referrals, and repeat business
Request and collect required tax documents through approved company channels
Verify that documents are legible and appear complete
Maintain organized client files and accurate records
Follow company procedures for document storage, retention, and secure disposal
Protect taxpayer information from unauthorized access, disclosure, or misuse
Never share client information through unauthorized communication channels
Report suspected data breaches, identity theft, or security concerns immediately
Follow applicable IRS regulations, federal and state tax laws, and company policies
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Tailored applications submitted
Complete all required registrations, training, and credentials applicable to the position
Never knowingly submit a false, fraudulent, or unsupported tax return
Never fabricate income, expenses, dependents, deductions, credits, or other tax information
Verify information using appropriate documentation and ask questions when necessary
Maintain confidentiality and exercise sound professional judgment
Follow applicable taxpayer consent, disclosure, and electronic filing requirements
Complete required continuing education or professional development when applicable
Cooperate with authorized reviews, quality-control procedures, and compliance checks
Participate in company meetings, training sessions, and team development activities
Complete assigned training before independently handling work that requires additional knowledge or authorization
Stay informed about relevant tax law updates and changes in filing procedures
Seek assistance when unfamiliar tax situations arise
Share appropriate knowledge and support fellow team members
Maintain a professional image when representing Z4 Legacy Tax Solutions online, in person, and through client communications
Contribute to a positive team environment built on accountability, respect, and growth
Requirements
Previous tax preparation experience is beneficial but may not be required for every position
Benefits
Employee assistance program
Employee discount
Flexible schedule
About the Company
Z4 Legacy Tax Solutions is a client-focused tax preparation company committed to providing professional, reliable, and personalized tax preparation services. They help individuals and families navigate the tax filing process with confidence while providing accurate tax preparation, excellent customer service, and a positive client experience. The company is dedicated to creating opportunities for motivated individuals who want to develop their tax preparation skills, grow professionally, and become part of a team that values integrity, accountability, teamwork, and financial education.