Oregon Licensed Tax Preparer jobs in United States
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Liberty Tax · 2 months ago

Oregon Licensed Tax Preparer

Liberty Tax is a company that provides tax preparation services, and they are seeking an Oregon Licensed Tax Preparer. The role involves preparing accurate tax returns for individuals and small businesses, delivering exceptional customer service, and ensuring compliance with tax regulations.

AccountingFinancial ServicesLegal
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H1B Sponsor Likelynote

Responsibilities

Prepare individual and small business tax returns accurately and efficiently
Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns
Ensure compliance with federal, state, and local tax regulations
Must be an Oregon Licensed Tax Preparer as required by the Oregon Board of Tax Practitioners. If you do not yet have your license and are ready to test, programs may be available to compensate for the cost of testing and licensure. Please ask for details
Must complete 30 hours of Continuing Education credits as required by the Oregon Board of Tax Practitioners annually for license renewal
Provide outstanding customer service by addressing client concerns and questions in a timely manner
Conduct client interviews to gather information about their tax situation
Explain tax return outcomes and provide tax planning advice
Stay updated on current tax laws and regulations through ongoing education and training
Ensure all returns are prepared in compliance with relevant laws and regulations
Verify the accuracy of data entered into tax software
Maintain organized and accurate records of all client interactions and tax returns
Ensure all required documents are filed correctly and securely
Keep up to date with client files and follow up on missing information
Participate in training sessions and continuing education to maintain professional credentials
Stay informed about changes in tax laws and software updates
Work closely with other tax professionals and office staff to ensure a seamless workflow
Assist in mentoring and training junior staff members as needed

Qualification

Oregon Licensed Tax PreparerTax preparation softwareFederal tax lawsState tax lawsLocal tax lawsMicrosoft Office SuiteAnalytical skillsAttention to detailCommunication skillsOrganizational skills

Required

Must be an Oregon Licensed Tax Preparer as required by the Oregon Board of Tax Practitioners
Must complete 30 hours of Continuing Education credits as required by the Oregon Board of Tax Practitioners annually for license renewal
Strong knowledge of federal, state, and local tax laws and regulations
Proficiency in tax preparation software and Microsoft Office Suite
Excellent attention to detail and organizational skills
Strong analytical and problem-solving abilities
Must have PTIN or eligible to receive
Superior communication skills, both verbal and written
Ability to work independently and manage multiple priorities
Associate's degree in accounting, finance, or a related field; or equivalent experience
Minimum of 1-3 years of experience in tax preparation

Company

Liberty Tax

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Liberty Tax is a tax preparation franchise that offers professional tax services.

H1B Sponsorship

Liberty Tax has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)

Funding

Current Stage
Public Company
Total Funding
$3.3M
2020-06-25IPO
2014-03-24Series Unknown· $3.3M

Leadership Team

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Dori Miller
Owner, CEO
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Jason Broschinsky, EA, CPA
Franchisee, CEO, CFO
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Company data provided by crunchbase