Tax Preparer & Administrative Assitant

Job Description

Job Description

We are looking for a skilled and detail-oriented Tax Preparer & Administrative Assistant to join our team. This dual-role position combines preparing accurate tax returns with providing administrative support to ensure smooth day-to-day operations. If you enjoy working with clients, are highly organized, and thrive during tax season, this role is for you!

Responsibilities :

Prepare and file individual and business tax returns (federal, state, local).

Review financial documents and ensure compliance with tax laws.

Maintain client records, engagement letters, and invoices.

Manage phone calls, emails, and scheduling.

Provide bookkeeping and data entry support as needed.

Assist clients with IRS correspondence and tax inquiries.

Qualifications :

Experience in tax preparation or administrative support.

Familiarity with tax software (e.g., Drake.).

Strong communication and customer service skills.

Detail-oriented with excellent organizational skills.

Ability to handle confidential information professionally.

High school diploma (required).