Tax Assistant Jobs

About The Position

Requirements

• Previous experience in a CPA, tax, accounting, or professional services environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and competing priorities.
• Proficiency with Microsoft Office and the ability to learn new software systems.

Nice To Haves

• Familiarity with tax forms and electronic filing processes.

Responsibilities

• Set up new clients and entities in firm systems accurately and efficiently.
• Prepare and process powers of attorney (POAs) and Forms SS-4, 8832, 2553, and 8879.
• Send and track electronic signature requests and follow up on outstanding signatures.
• Process engagement letters and obtain client signatures.
• Process and distribute completed tax returns to clients.
• E-file tax returns, monitor filing status, and resolve administrative filing issues.
• Maintain accurate, organized, and confidential electronic client files.
• Follow up with clients on outstanding documents and provide professional, timely communication to clients and internal team members.
• Maintain current status information for engagement letters, signature requests, outstanding client documents, return delivery, and electronic filings.
• Follow established firm procedures for maintaining accurate and confidential electronic client records.

Benefits

• Health, dental, and vision insurance, with options for fully paid employee-only health and dental coverage.
• Company-paid life insurance and long-term and short-term disability insurance.
• Supplemental life insurance, critical illness, and accident insurance.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning.