Tax Assistant

Flatiron Advisors Tax And Accounting
413d$41,600 - $52,000Remote

About The Position

Flatiron Advisors is seeking a part-time Tax Assistant to support our growing virtual CPA firm. This remote position is ideal for individuals interested in the tax industry, offering opportunities for learning and advancement. The role involves administrative tasks and can evolve into tax preparation responsibilities, providing a good learning environment and competitive compensation.

Requirements

  • Excellent attention to detail
  • Strong interpersonal skills
  • Comfortable with technology and software
  • Ability to work remotely 15-25 hours per week, Monday-Friday

Nice To Haves

  • Interest in learning about the tax industry
  • Desire for growth and advancement

Responsibilities

  • Answer phone calls and emails from clients
  • Assist in scheduling work and ensuring projects are on track
  • Manage workflow in the client management system, Taxdome
  • Process client documents through Gruntworx and Adobe
  • Review client submissions for missing documents or information
  • Send e-file forms and completed returns to clients via our portal
  • Assist with onboarding new clients
  • Support staff and owner in basic entry and workpaper preparation for individual income tax returns
  • Conduct basic research into notices received from the IRS and state agencies

Benefits

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Opportunities for advancement
  • Paid time off
  • Paid holidays
  • Work from home
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