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Tax Preparation & Resolution Assistant

Tax Preparation & Resolution Assistant

Tax Chic Resolutions, LLCOxford, NC, US
4 days ago
Job type
  • Part-time
Job description

Job Description

Job Description

We are looking for a proactive and detail-oriented Tax Preparation & Resolution Assistant to join our growing startup. This is a part-time role with the potential to expand as our business continues to grow. The ideal candidate will have a strong interest in tax resolution, excellent organizational skills, and the flexibility to take on a variety of tasks.

Responsibilities :

  • Assist with preparing and reviewing individual and business tax returns
  • Support tax resolution cases by gathering documents, organizing client data, and tracking case progress
  • Perform accurate data entry in Excel, tax software, and client portals
  • Upload and manage forms within the IRS portal
  • Use IRS-approved software to pull and analyze transcripts
  • Conduct light research to support tax resolution strategies and compliance needs
  • Greet and communicate clearly with clients, maintaining professionalism and confidentiality
  • rovide general administrative and office support as needed

Qualifications :

  • Active PTIN required (or willingness to obtain before hire)
  • Strong data entry and organizational skills
  • Proficiency in Excel and ability to learn new systems quickly
  • Excellent communication skills, both written and verbal
  • Detail-oriented with the ability to handle sensitive financial information responsibly
  • Interest in developing expertise in tax resolution
  • Prior experience in tax preparation, administrative support, or customer service is preferred but not required

    • Why Join Us :

  • Grow alongside a startup with established clients and contracts
  • Gain hands-on experience in both tax preparation and resolution
  • Flexible part-time schedule with room for growth into a larger role
  • Collaborative and supportive team culture where your contributions make a direct impact

    • Job Types : Part-time, Temporary

    Benefits :

  • Flexible schedule
  • License reimbursement
  • On-the-job training
  • Volunteer time off

    • Experience :

  • Tax : 3 years (Required)

    • License / Certification :

  • PTIN (Required)
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    Tax Preparation • Oxford, NC, US

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