Jr. Tax Preparation Admin

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Job Description

Our Junior Tax Preparation Admin will work very closely with our Tax Prep Admin, communicating with clients, fulfilling a preliminary step toward compliance, within the full scope of our personal tax services. Important duties will mostly entail uploading client documentation, mailing out tax returns and other documents, maintaining client’s data and records, communicating internally with the team and other departments.

This will be done by entering such data into CRM software, compiling reports, gathering documents, and identifying discrepancies for potential errors in basic tax filing requirements.

Responsibilities will primarily include, but may not be limited to:

· Documenting & recording tax filing information

· Putting together document requests for clients

· Reviewing IRS transcripts (Wage and Income / Account Transcripts)

· Mailing returns to the appropriate taxing authorities

Required Skills & Qualifications:

· Data entry & precision (advanced)

· Efficient speed and time-management

· Exceptional organizational skills

· Exceptional communication skills

· Knowledge in Outlook, Word, Excel, Salesforce (preferred but not required)

Job Type: Full-time

Pay: $19.00 - $21.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Referral program
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Tax: 2 years (Required)

License/Certification:

• demonstration of one year of tax work on your resume? (Required)

Work Location: In person