Licensed Tax Preparer

Liberty Tax - 3176

Licensed Tax Preparer

Portland, OR
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Employee discounts

    Paid time off

    Training & development

    Schedule / Expected Work Hours:

    Seasonal, full-time during tax season (January–April)

    Evening and weekend availability required

    Typical hours: Monday–Saturday, 9 AM–8 PM

    Job Summary

    As a Tax Preparer at Liberty Tax, you are responsible for accurately preparing tax returns for individuals and small businesses while providing exceptional customer service. This role supports clients in understanding their financial situation, ensuring compliance, and delivering the trusted service Liberty Tax is known for.

    Responsibilities

    Prepare accurate federal and state income tax returns for individuals and small businesses.

    Conduct client interviews to gather tax and financial information.

    Ensure compliance with tax laws and company policies.

    Deliver excellent customer service and explain return results clearly.

    Maintain organized, secure, and accurate client records.

    Stay current on changing tax regulations through ongoing training.

    Collaborate with team members to ensure a smooth workflow during peak season.

    Support marketing and client retention efforts.

    Qualifications

    Knowledge of federal, state, and local tax laws.

    Experience using tax preparation software and Microsoft Office Suite.

    Strong attention to detail and organizational skills.

    Excellent communication and customer service abilities.

    Must have PTIN (or be eligible to obtain one).

    Prior experience in tax preparation preferred.

    Company Overview

    Liberty Tax is a leading tax preparation service with locations across the U.S. We provide fast, accurate, and friendly tax preparation with a focus on exceptional customer service and community engagement.

    Company Purpose / Mission

    To make tax filing simple, fast, and accurate while empowering our communities through financial literacy and personal connection.

    Company Values

    Integrity: We do the right thing for our customers and each other.

    Teamwork: We succeed together through collaboration and respect.

    Excellence: We strive for accuracy and professionalism in every return.

    Service: We put people first — our clients, our teams, and our communities.

    Growth: We invest in our people and inspire career advancement.

    This document is provided for general informational purposes only and does not constitute legal advice. The information contained in this document is intended to serve as a general guide and may not be applicable to all situations. It is the responsibility of the franchisee to ensure compliance with all applicable local, state, and federal employment laws. The franchisee should consult with their own legal counsel to ensure that their employment practices are in accordance with the law.