To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
REQUIRED AND KEY SKILL REQUIREMENTS
Preferred Experience:
Prior experience working in a CPA Firm.
Strong Mircosoft Word, Excel and PowerPoint.
Tax software experience.
Immediate Job Duties:
Assemble tax returns.
Print and assemble tax returns and save the return to our electronic filing system through tax software.
Experience processing tax returns.
Prepares and returns orginal tax documents to client.
Transmits documents, such as PDF copies of return, estimated payments as requested by tax signer.
Helps with preparing the engagement letters and updating spreadsheet when needed.
Provide frontline and backup support to the tax deparment.
Confers with clients by telephone in attempt to determine status of tax returns.
Assist in resolving E-file errors by contacting the signer.
Order tax department supplies as needed.
Ability to work addtional hours as needed.
Assist in organizing and coordinating arrival of client documents.
Soft Skills
Strong written and verbal communication skills.
Team player, works well with others on the team.
Ability to manage multipe tasks and manage time.
Must be detailed oriented and organized.
Professional demeanor and ability to maintain confidentiality.
Ability to work independently with little supervision.
Adpats to fast paced-enviroment, especialy during busy season.
