• Examine every client’s financial records, such as their income statements and previous tax returns, to calculate their total amount of taxable income
• Use all eligible tax benefits for the client
• Inform customers about the process for submitting their income tax returns and be clear about the deadlines to ensure clients' taxes are filed on time
• Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
• Honor client privacy by keeping confidential documents safe and organized

• Basic computer skills and capacity for using Microsoft Excel at an advanced level
• At least five years of experience in tax preparation
• Experience using standard tax software to file returns
• Obtained a current Preparer Tax Identification Number (PTIN) from the IRS
• Understands state and federal tax laws and can quickly interpret sections of the tax code for basic and atypical tax forms

• Excellent Microsoft Excel skills and computer skills
• Enrolled Agent License or CPA Credentials

GenWealth, Inc. is an innovative leader in the creation of wealth for high-income earning individuals through our proprietary, creative approach that is laser-focused on our client's unique financial needs, objectives, and goals.