TAX ASSISTANT

We are seeking a Tax Administrative Assistant to provide support for our tax preparation process and to help with various bookkeeping and payroll processes as backup. The ideal candidate for this position is detail oriented, organized, reliable, trustworthy, self-motivated, and able to handle change easily.

Responsibilities will include the following:

• Assist with tax preparation and filing activities
• Provide administrative support to the tax team
• Proofread tax documents for accuracy and completeness
• Answer phone calls and respond to inquiries in a professional manner
• Maintain and organize client files and documents
• Assist with office management tasks, such as ordering supplies and managing schedules
• Act as a personal assistant to the tax professionals, providing calendar management and scheduling assistance
• Verify tax documents in tax preparation software and prep return for review by preparer.
• Scan IRS and State notices for clients and create follow ups for resolution.
• Follow established process and recommend improvements.
• Maintain neat and orderly office for every day and client appointments.
• Prepare client folders for appointments.
• Special data entry projects as needed.
• Provide bookkeeping services as needed to the bookkeeping department.
• Provide payroll services as needed to the payroll department.

Requirements:

• Excellent verbal and written communication skills
• Ability to multi-task, prioritize and meet deadlines
• Excellent attention to detail and problem-solving skills
• Ability to handle sensitive and confidential information
• Efficient time management, planning and organization skills
• Ability to adapt, take initiative, work independently or with others
• College degree in accounting field or equivalent experience desired
• Experience with QuickBooks – Desktop and Online
• Flexibility
• Proficient in MS Office
• Experience with Asana or similar task management system preferred

If interested, please send resume and cover letter to jobs@tcna3.com.