This position will be responsible for assisting with tax preparation and communicating with clients about the tax preparation process. Additionally, this position will work closely with staff and various accounting firms.
- Preparation of individual income tax returns
- Taking incoming calls from clients, setting up appointments, assembling completed tax returns
- Bookkeeping functions and account reconciliations
- Ensure the confidentiality of each client by following all company procedures regarding information handling
- Ability to work in a dynamic, time sensitive environment
- Communicate with clients to obtain information needed to complete tax returns.
- Strong sense of personal motivation as well as the ability to work with a team