Job Description
The ideal candidate will have:
Inputs client tax data to tax software. Prepares, prints and assembles business, personal and fiduciary tax returns
Advise clients in the tax preparation process as needed
Take incoming calls from clients to answer tax questions as needed
Ensure the confidentiality of each client by following all firm procedures regarding information handling
Delivers completed work to clients as needed
Ensures all work is logged in and logged out
Ensures project management system is current and up to date with client communications and requests for information
Prepare & Peer Review Business, Individual and Fiduciary tax returns
Performs tax research as needed
Responsible for Accounting and special projects as assigned
Creates and utilizes spreadsheets and other reports for tax/accounting clients
Assist accounting staff with small business bookkeeping tasks as assigned
Proficient in computer programs such as Microsoft Office
Utilizes and develops an understanding of various tax programs and tax software
Support peers within Accounting or Tax Departments on work related tasks
Other duties as assigned
We offer a progressive work environment and competitive salary and benefit package.
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