Job description
Job Title: Tax Preparation Assistant

Job Description:

Position Overview:
The Tax Preparation Assistant plays a crucial role in supporting tax professionals and ensuring efficient tax preparation processes. This role involves a combination of administrative tasks, client interaction, and assistance with tax preparation activities. The Tax Preparation Assistant works closely with tax preparers to gather necessary documentation, input data accurately, and maintain organized records.

Key Responsibilities:

1. Document Collection: Responsible for gathering and organizing client tax documents, including W-2s, 1099s, receipts, and other relevant paperwork. Ensures completeness and accuracy of all required documentation.

2. Data Entry: Enters client information and financial data into tax preparation software with a high level of accuracy. Verifies data entry to minimize errors and discrepancies.

3. Client Communication: Assists in communicating with clients to request missing documents, clarify information, and provide updates on the status of their tax returns. Maintains professionalism and confidentiality in all client interactions.

4. Quality Assurance: Review completed tax returns for accuracy and compliance with relevant tax laws and regulations. Alerts tax preparers to any discrepancies or potential issues.

5. Team Collaboration: Collaborates effectively with other members of the tax preparation team to ensure smooth workflow and timely completion of tasks. Assists colleagues as needed to meet deadlines and deliver high-quality service to clients.

Qualifications:

1. Education: High school diploma or equivalent. Additional coursework in accounting, finance, or a related field is preferred.

2. Experience: Previous experience in a similar role, such as administrative assistance or data entry, is desirable but not required. Familiarity with tax preparation software is a plus.

3. Attention to Detail: Demonstrates strong attention to detail and accuracy in data entry and document management.

4. Communication Skills: Possesses excellent verbal and written communication skills. Ability to communicate effectively with clients and colleagues in a professional manner.

5. Organizational Skills: Ability to prioritize tasks, manage time efficiently, and maintain organized records in a fast-paced environment.

6. Confidentiality: Demonstrates discretion and maintains confidentiality when handling sensitive client information.

7. Team Player: Works well in a team-oriented environment, supporting colleagues and contributing to a positive work culture.

This job description is intended to outline the general nature and level of work performed by individuals assigned to this position. It is not intended to be a comprehensive list of all responsibilities, duties, and qualifications required of employees in this role. Management reserves the right to modify, add, or remove duties as necessary to meet business needs.

American Tax Service

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