What are the responsibilities and job description for the Tax Preparer Assistant position at Essential Tax Solutions?
Tax Preparer Assistant to the Owner
Seasonal Position
Full-Time
$12-$14 hr
Key Responsibilities:
1. Client Interaction:
- Schedule appointments and manage the calendar.
- Answer client inquiries via phone, email, or in person.
- Collect and organize client documents (e.g., W-2s, 1099s, expense reports).
2. Document Management:
- Ensure all client documents are securely stored (digital or physical).
- Prepare files for the tax preparer, ensuring all necessary forms are included.
- Scan, copy, and file tax-related paperwork.
3. Data Entry and Preliminary Preparation:
- Input client data into tax preparation software.
- Verify accuracy of information provided by clients.
- Compile summaries or spreadsheets as needed.
4. Compliance and Record Keeping:
- Stay updated on basic tax deadlines and requirements.
- Ensure compliance with confidentiality regulations like GDPR or IRS Circular 230.
- Maintain records for audit or future reference.
5. Office Administration:
- Order supplies and maintain office equipment.
- Keep office clean.
- Coordinate with other preparers.
6. Client Follow-Up:
- Ensure clients have signed and filed their returns.
- Send reminders for outstanding documents or payments.
- Assist with post-filing support, such as responding to IRS inquiries.
Tips for Success:
- Stay Organized: Create a checklist for each client to track their progress.
- Learn the Basics: Familiarize yourself with common tax forms and terms to communicate effectively.
- Use Technology: Leverage tax software, CRM systems, and document management tools to streamline workflows.
- Prioritize Confidentiality: Always handle sensitive information securely.
- Anticipate Needs: Think ahead and prepare documents or resources the owner may need before they ask.
If you are interested, please text (901) 679-5794 or email etaxsolutionsllc@yahoo.com for the following steps to become a member of Essential Tax Solutions LLC.
Thank you for your Inquiry in advance.
Job Types: Full-time, Seasonal
Pay: $12.00 - $14.00 per hour
Expected hours: 30 – 40 per week
Compensation Package:
- Hourly pay
- Performance bonus
Work Location: In person
Salary : $12 - $14