Tax Assistant

Job Description

Job Description

Prepare federal and multiple state tax returns for individuals, businesses and trusts

Review documents and prepare individual, corporate and trust tax returns in accordance with federal and state tax law

Provide excellent customer service

Ensure that clients comply with taxing authority requirements

Organize and maintain tax files and conducts special projects

The company reserves the right to add or change duties at any time

Job Qualifications

Education : CTEC or EA license

Experience : 1-5+ years of related tax / bookkeeping experience

Previous experience in public bookkeeping / tax preparation firm preferred

Proficient in business and individual taxation

Experience in managing multiple clients

Skills

Complex problem solving

Critical thinking

Mathematics

Bookkeeping

Trust management

Tax law

Customer service

Tax preparation

Excellent verbal and written communication

Ability to work autonomously

Tax adjustment

Experience with Lacerte and Sage preferred but not required

Company Description

Year-round full-time tax and bookkeeping and payroll practice.

Company Description

Year-round full-time tax and bookkeeping and payroll practice.