What are the responsibilities and job description for the Tax Assistant position at Walter Sanders and Associates?
Job description
Walter S. Sanders & Associates PA is a seeking a full time Tax Assistant. We are a growing firm that is looking for the right detail-oriented and customer-focused Tax Assistant to join our team in Carrollwood. The ideal candidate will have a strong background in individual and small business tax preparation. The in office position requires exceptional time management skills and extremely strong organizational skills!
Qualifications
- Experience preparing tax returns in a Public Accountant's office (Required)
- Experience preparing a Power of Attorney Form (Required)
- Proficiency in QuickBooks and Drake Tax Experience
- Strong Organizational Skills
- Excellent verbal and written communication
- Critical thinking
- Complex problem solving
- Able to work as a team player
- Open to development of skills and knowledge
- Active listening and a Passion for providing extraordinary customer service
- Ability to thrive in a fast-paced work environment
- Positive thinking, integrity and the desire to succeed
Responsibilities include but are not limited to:
- Prepares federal, state, or local tax returns for individuals (1040 & 1065).
- Prepares and organizes power of attorney forms
- Organizes, files and puts together all tax documents using the document manager software
- Organizes returns for delivery and for mailing
- Calls & emails clients to set up tax delivery appointments.
- During off season, using QuickBooks to periodically complete client monthly write up.
- Phone support.
Benefits
- Pay: Hourly pay $16.00 - $19.00 per hour (depends on your experience)
- Competitive bonus program based on your performance
- Expected hours: M-F in office, starting as early as 7:30am. 40 – 50 per week; No less than 40 per week. Weekends as needed.
- THIS IS NOT A REMOTE POSITION, CANDIDATE MUST CURRENTLY BE ABLE TO COMMUTE TO THE OFFICE
- OFFICE LOCATION: 16528 NORTH DALE MABRY HIGHWAY TAMPA, FL 33618
- PTO of up to 80 hours after the first year of service and 120 hours after two years of service
- Discounted friends and family tax returns (terms apply)
- Retirement Plan with company match after first year of service
- Staff Appreciation Events
Employment Type
Full Time, IN PERSON, IN OFFICE
Job Type: Full-time
Pay: $16.00 - $19.00 per hour
Expected hours: 40 – 50 per week
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Experience:
- Tax Preparation: 1 year (Required)
Language:
- English (Required)
Ability to Commute:
- Tampa, FL 33618 (Required)
Work Location: In person
Salary : $16 - $19