What are the responsibilities and job description for the Tax Paraprofessional position at Talley llp?

Job Description

Position Summary

We are seeking a Tax Paraprofessional whose primary responsibility will focus on recurring data entry and numbers-based tasks. This role requires strong attention to detail and a comfort level with recurring work. It involves interacting with various departments, supporting tax preparation, and assisting the tax team with critical front- and back-end processes. The Tax Paraprofessional will be key in maintaining accurate records and managing essential tax compliance activities.

Essential Functions

Data Entry : Perform recurring data entry tasks associated with tax compliance, including preparing and organizing tax forms, documents, and spreadsheets.
Document Management : Maintain and organize client documents, ensuring files are accurate, up-to-date, and ready for team access.
Compliance Support : Assist in the preparation of basic tax returns by gathering required information from clients and ensuring it is correctly entered into the system.
Review & Filing : Support the filing of tax returns by reviewing for completeness, ensuring compliance with regulations, and handling any follow-up correspondence.
Client Interaction : Interact with clients as needed to request missing information and respond to queries about basic tax matters.
Recurring Reporting : Assist in producing recurring reports and summaries for senior tax professionals.
Coordination : Work closely with other members of the tax department to ensure that deadlines are met and that projects are on track.
Assistance with Audits : Provide support to senior tax professionals during audits by managing data requests and assembling necessary documentation.

Required Skills & Qualifications

Attention to Detail : Must have a strong eye for detail to ensure data entry is accurate and that tax forms are correctly completed.

Comfort with Numbers : Willingness to spend the majority of the day working with numbers and spreadsheets.

Time Management : Ability to handle multiple recurring tasks and manage time effectively.

Basic Knowledge of Tax Forms : Familiarity with basic tax forms and financial documents is preferred but not required. We will provide full training for the role.

Software Proficiency : Experience with data entry systems, Microsoft applications, and Adobe PDF. Training on tax software (such as CCH ProSystems) will be provided.

Communication Skills : Able to communicate clearly and professionally with both internal team members and clients when needed.

Work Environment

Hybrid work environment, with an in office requirement of 3 days per week.

Occasional overtime during busy tax periods.

Interaction with multiple departments, including tax staff and the billing department.

Compensation & Benefits

This is a full-time position with competitive benefits, including health insurance, retirement plans, and opportunities for professional development. Salary will be commensurate with experience

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Tax Paraprofessional

What are the responsibilities and job description for the Tax Paraprofessional position at Talley llp?

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Job openings at Talley llp

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