11 days old

Tax Preparer

Kelly Services
Milwaukee, WI 53208
  • Jobs Rated
Kelly Services has an immediate opening for a Tax Preparer in Milwaukee, WI

Ho **u** rs: Monday-Friday 11am-5pm and (optional- Saturday: 10am-4pm)

**Contract Length** : January-March 1st (approx.)

**Wage** : $17+/hr

**Job Description:**

The tax preparer conducts an in-depth interview with the client and obtains all information and material required

for tax return preparation. They fully communicate to clients the procedures, paperwork, and timeframes

applicable to the service being provided. The tax preparer accurately prepares all paperwork and completes all

required data entry according to office policy and procedures.

Preparer Staffing Conversion Model

Plan for one basic registered preparer per 100 returns budgeted.

Character Traits and Skills

Ability to complete all required tax preparer certifications (tax knowledge & compliance)

Comfortable with computers






Provides excellent service to all clients and always maintain the confidentiality of all client information.

Conducts a thorough client interview and fully explain all services provided so the client may make an

informed decision about the service that best suits his/her needs.

Uses the product information sheet(s) found in the client packet to help explain the timing and costs

associated with each refund option including the IRS filing options that have no additional costs and

financial products to help the client determine the product which best suits their needs. Have the client

initial his/her product choice on the form

Determine the taxpayer(s) correct filing status on the filing status flow chart and have the client(s) sign

the form. Answers and researches all tax questions for clients.

Inputs all client information into the tax prep computer.

The written guarantee is part of the client packet. Reviews the written guarantee with each client. This

will explain the valuable services they are receiving, in addition to filing their return with Liberty Tax

Service at no additional charge.

Accuracy is essential. Ensure that all paperwork and computer entry is complete and understandable.

Gives a Send-A-Friend coupon to the client, explains the referral program and asks for a referral.

Obtains all required signatures.

Collects payments for e-file and paper returns.

Preparers should explain to the client that the cost of a return depends on many factors (time,

complexity, etc.) and also includes services at no additional charge that are described in the written

guarantee (see Appendix).

Issues 1040-V for balance due returns.

Client mails voucher and payment with a paper return to IRS.

The client mails voucher and payment by the due date for e-file only returns.

Performs the duties of the receptionist as needed.

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Jobs Rated Reports for Tax Preparer

Posted: 2021-01-11 Expires: 2021-02-11

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Tax Preparer

Kelly Services
Milwaukee, WI 53208

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Tax Preparer
129th2019 - Tax Preparer
Overall Rating: 129/199
Median Salary: $39,390

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