Gold Ring Accounting

Bookkeeping Made Simple
Business Meeting

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 procedure.

Character Traits and Skills

• basic tax knowledge

• comfortable with computer

• self-confident

• professional

• friendly

• courteous 


• provides first-rate customer service by striving to make every client a raving fan

• conducts a thorough client interview

• thoroughly explains the appropriate procedure and flow of the client's chosen service and the benefits of each service offered

• accurately inputs all client information into the tax prep computer

• correctly completes all applicable paperwork for client’s chosen service

• answers and researches all tax questions to completion

• increases tax knowledge: completes all 18 practice problems and any intermediate tax course assignments in a timely manner

• successfully completes Bronze Level Tax Preparer Certification and passes the Ethics test

• fulfills all office administrative requirements including clearing out returns on hold and fixing IRS rejections

• acts as the Receptionist when one is not scheduled

Income Tax Preparers

Costume Wavers & B2B Marketers promote the Liberty Tax Service name.

Character Traits and Skills

• dependable

• enthusiastic

• personable


• waves at traffic outside office to draw attention to the location

• goes business to business handing out coupons and giveaways

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