First Financial Federal Credit UnionJob Description | Job Title: Tax Intern | Department: Financial Dimensions, Inc. | Reports To: Lauren Botti | Salary Grade(s): 6 | EEO-1 Job Class: | FLSA Status: Non-Exempt | ☐ Full-time ☒ Part-time | Location: Branches | ☐ Telework Work Possible (if checked) Important: See Telework Policy for Additional Criteria | Function: Process tax returns which includes collecting and organizing data from clients, Identifying and extracting information provided on source documents such as brokerage statements, W-2s, Form 1099s, Form 1098s, client worksheets and FDI worksheets, inputting pertinent information on the appropriate federal and state tax forms, schedules and worksheets such as Forms 1040, 8283, 502, Schedules 1-6, A, B, C, D and E, and Social Security Benefits Worksheet using the tax software, source documents and FDI work papers, reviewing the completed tax return for accuracy and interacting with tax clients as needed to complete and finalize tax returns. | Position Requirements: - Ability to multi-task
- Desire to learn software programs, IRS and state tax return filing requirements
- Detail oriented to accurately complete tasks associated with completing and filing tax returns for clients
- Possess good communication and interpersonal skills
- Knowledge of accounting and tax software such as QuickBooks and ProSeries helpful
- Ability and willingness to learn office operations and effectively support staff
- EDUCATION: Candidate or Graduate with Accounting Major
| Duties: - Input pertinent tax information and data from tax documents and worksheets for federal and state tax returns using ProSeries software and review for accuracy
- Create spreadsheets in Excel to compile/reconcile client data
- Research and apply tax codes based on federal and state requirements
- Contact clients for missing information
- Identify and extract information provided on source documents such as brokerage statements, W-2s, Form 1099s, Form 1098s, client worksheets, FDI worksheets, etc.
- Process tax returns which includes collecting and organizing data from clients, inputting pertinent information on the appropriate federal and state tax forms, schedules and worksheets such as Forms 1040, 8283, 502, Schedules 1-6, A, B, C, D and E, and Social Security Benefits Worksheet using the tax software, source documents and FDI work papers, contacting clients for missing information, reviewing the completed tax returns for accuracy, etc.
- Help clients with tax return pick up
- Provide instruction to the client to complete the filing process for federal and state returns, remit payment for balances, remit estimated tax payments, etc.
- Secure signatures and all documents required to comply with the electronic e-file process for the federal and state authorities
- Scan tax documents and package finalized tax returns and related documents
- Provide telephone support and assist clients and staff as needed
- Perform other general office duties as needed
Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security. | Equal Opportunity Employment First Financial of Maryland Federal Credit Union is an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status or any other factor protected by law. |
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Demo
Lutherville, MD
Full Time