Please help us protect Glassdoor by verifying that you're a To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Utilized Omni, AM Trust, Trust Ease and TIMS Access systems. Helped low-income families in Fullerton and international students with their tax returns, Prepared personal income tax returns for low-income individuals and participated in community service activities including personal budget seminars and financial literacy program, Provided a welcoming and knowledgeable service and recognized as outstanding public service contributor by IRS. Tax Preparer Job Description Update records in QuickBooks system every time the client report a change. Some may pursue a degree in accounting or finance to become a Certified Public Accountant (CPA). Evaluated records for accuracy of balanced, postings, calculations, and other records pertaining to business and operating transactions and reconciled, and notes discrepancies, Assisted to prepare balance sheet, profit and loss statement, amortization and depreciation schedules, individual estimate tax and other financial reports, Reviewed financial records, such as income statements and documentation of expenditures to determine forms needed to prepare return, Computed taxes owed and completed entries on forms, following tax form instructions and tax tables. This section should highlight any specific benefits that your company offers, such as: Now that you know how to create an effective Tax Assistant job posting, you are ready to attract the right candidates to your business. Industry Groups. Strong attention to detailing that helped maintaining accuracy and detecting errors. Tax Associate Job Description - Betterteam Let Us Help. Zippia analyzed thousands of tax assistant job descriptions to identify best candidates. However, those who are able to adapt to this trend will be well-positioned for success. Partnered with supervisors to streamline the tax return preparation process, Collated 2009 tax returns to be electronically filed or paper filed, Recorded entries such as general ledger entries, monthly bank, credit card reconciliations, enter bills, print checks, enter payments and wire transfer and other accounting documents. We break down the percentage of Tax Assistants that have these skills listed on their resume here: Certified in Advanced Tax Preparation of individual tax returns that contain complex transactions above an intermediate level. WebAlbuquerque, NM $42,000 - $61,000 a year Full-time Overtime Assist in the delivery of tax organizers and scanning client data. They prepare returns, payments, or other documents for clients with complex taxes who need help filing their returns on time each year. WebTax Associate Responsibilities: Ensuring clients comply with IRS regulations and meet their state and federal tax obligations. While some skills are similar in these professions, other skills aren't so similar. Tax assistants must be well versed in all aspects of federal and state tax laws. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Filed federal and state payroll returns for over 30 small and mid-sized businesses including the preparation of W-2's and 1099's. Track subcontractors tax documents (1099s and W9s) and 7d Accountant Accounting Administrative Assistant Wailuku, HI $22.00 - $28.00 Per Its important to be able to communicate effectively and clearly. Making arrangements for meetings and travel. Were looking for experienced individuals who know what they want out of their careers, and who want an opportunity to make a real difference with one of the worlds largest financial institutions. Take their skills, for example. Assessed and collected business license and business personal property taxes. On average, tax preparers earn a difference of $7,127 higher per year. National Association of Tax Professionals - Founded in 1979, NATP provides its tax professional members with benefits such as education opportunities, the latest research in the field, and a network of like-minded professionals. Caso continue recebendo esta mensagem, Prepared FUTA (Federal Unemployment Tax Act) amended returns. Assisted with Sales and Use tax audit for 4 years of documents by gathering, organizing and tracking information (more than 1,000 invoices, vendor resale and tax exempt certificate, etc.) Communicate with IRS concerning updates and regulation clarification. Responsible for federal 940, 941, 1040, 1099 lease bonus, state withholding tax, and unemployment tax for six subsidiaries and payroll annual reconciliation for 26 states, Orchestrated tax season processes for the central processing unit (CPU) 2009 & 2010, Interviewed clients and collect information about taxable income and deductible expenses, Processed individual federal and state tax returns for resident and nonresident clients, Accurately entered data and performed mathematical operations using Microsoft Excel. Tax Assistant Interview Questions and Answers, Preparing tax returns for individuals and businesses by researching tax laws and regulations, preparing calculations based on the clients financial information, and submitting returns to the Internal Revenue Service (IRS) for review, Calculating taxes by reviewing clients tax histories, income statements, and other documents, and using this information to prepare tax returns, Preparing tax withholding forms such as Form W-4 for employees or Form 1099 for independent contractors, Reviewing clients financial records for evidence of business income or personal expenses that may not have been reported on tax returns, Helping clients file their tax returns by assisting them with forms, calculating taxes owed or refund amounts due, and submitting the forms electronically or by mail to the IRS, Providing tax planning advice to clients based on their current situation and future goals, Researching tax laws and updating knowledge of changes in tax policy to ensure compliance with IRS regulations, Preparing tax returns for individuals, including single or joint filers, heads of household, estates, trusts, and corporations, Preparing tax returns for businesses by handling bookkeeping duties such as tracking sales, recording purchases and payments, and keeping financial records, Prepare tax returns, payments, and other required documents for individual and business clients, Research and apply current tax laws and regulations to client situations, Maintain up-to-date knowledge of changes in tax law and procedure, Communicate with clients to obtain missing or additional information needed to complete tax returns, Review completed tax returns for accuracy and compliance with tax regulations, Prepare correspondence to clients and government agencies regarding tax matters, Respond to inquiries from clients and government agencies about tax matters, Represent clients before government agencies on audits and other tax-related matters, Assist senior tax staff with complex tax research projects, Perform administrative tasks such as scheduling appointments, maintaining files, and handling correspondence, Bachelors degree in accounting, finance, or related field, 1-3 years professional experience in an accounting or tax role, Proficient in Microsoft Office, with aptitude to learn new software and systems, Ability to work independently and with a team, Experience with ProSystem fx Tax or similar tax preparation software, Experience preparing individual, corporate, partnership, and/or fiduciary tax returns. This includes the field of tax preparation, where AI can be used to calculate taxes and prepare returns. Filed fiduciary and estate tax returns, extensions, and miscellaneous documents. In order to be a successful Tax Accountant, one must pay attention and follow each word in the law. Initiative reduced time, paper expense, distribution and sorting of unused reports. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail But beyond that the careers look very different. Prepare quarterly estimated tax filings including form 941 and NYS-45, ensuring required deadlines are met. envie um e-mail para Noise level of the environment is generally quiet. Professional Tax Assistant Resume Examples - LiveCareer The following requirements are representative of the knowledge, skill and/or ability required. Taxes are complicated, and tax laws are constantly changing. Consolidated and reviewed clients' bank statements and sorted out individual or corporate revenues and expenses with Excel pivot function and prepared a variety of financial statements. Process client deliverables, including tax returns, extensions, and notice responses in an Posted 30+ days ago Tax Assistant/Specialist ABC Supply Co. Inc. 3.6 Beloit, WI Full-time Cherry Bekaert As a Tax Administrative Assistant Jobs, Employment Ultimately, you should be able to recommend tax strategies that comply with laws and promote our companys financial well-being. Tax Assistant Job Description Excellent opportunity to join our growing Big 4 tax practice in Waterford where you will be part of a high WebDynamic and highly qualified Tax Assistant with extensive knowledge of accounting principles taxation policies and income tax procedures. Als u dit bericht blijft zien, stuur dan een e-mail Recommended accepted local paperwork reduction initiative which was successfully implemented in stages. A Tax Accountant Is a professional who is responsible for helping individuals and organizations file their taxes appropriately, following legal guidelines to ensure the maximum possible tax return. real person. The tax assistant is responsible for supporting an organization's tax or accounting department. Depending on the type of organization one works for, this may be a large part of the job or a minor part of the job. WebJob brief We are looking for a Tax Accountant to prepare tax payments and returns for our company. WebTax Administrative Assistant jobs Sort by: relevance - date 426 jobs Bookkeeper/Administrative Assistant Green Goods San Luis Obispo, CA 93401 South & Parker $20 - $30 an hour Full-time + 1 Monday to Friday + 2 Bookkeeping Specialist/Administrative Assistant John A. Knutson & Co., PLLP Falcon Heights, MN Tax Assistant Job Description Template | HRBLADE Extensive experience with Microsoft Office software. los inconvenientes que esto te pueda causar. It acts as both an informational resource as well as an inspiring tale. Tax Assistant Assistant Tax Assistant Responsibilities If you are detail-oriented and able to work independently in a fast-paced environment, we encourage you to apply for this exciting opportunity. Extraordinary Tax Career: Insights for the Aspiring or Experienced Tax Professional - A book written by a life-long tax professional based on his experiences and offering tons of great information on the profession as well as insight into the field. Gathering information and explaining options for best practice to clients. The most common skills on a job description for a tax preparation assistant are Individual Tax Returns, Income Statement, and W-2. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Determine and define project scope and objectives Predict resources needed to reach objectives and manage Performance & security by Cloudflare. Corporate Tax Preparer, Tax Collection Coordinator Our AI resume builder helps you write a compelling and relevant resume for the jobs you want. Basic knowledge of tax laws and software used in tax preparation is essential. Webprepare reports and financial documentation Assist tax preparers review and file customers tax returns Tax Assistant Requirements / Skills / Qualifications Tax Assistant job Start today for free to discover how we can help you hire the best talents. There are more helpful resources available on the Web for those interested in working as a Tax Assistant. Tax Assistant Job Description What does a Tax Assistant Interacted with clients in need tax assistance. What Does A Tax Preparer Do Tax Preparation Assistant Job Description. Unlike accounting clerks, accounting assistants provide administrative support to an organization's accounts department. Utilized EasyACCT software to enter data in order to keep track of client account balances and payroll information. HCC expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that HCC They find creative solutions where there were none before - like identifying ways that can generate legal savings. Our company is looking for a Tax Administrative Assistant to join our team. Ensuring that tax returns are filed in accordance with tax authorities. Process weekly, biweekly and monthly payroll for multi-state approximately 100+ employees for 20- 25 clients through Client Write-Up with effective spreadsheet resulting in 99% decrease in processing errors and 40% reduction in processing time. Disculpa Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Job Description Template Our Tax Professionals help businesses meet demands for tax reporting, compliance, planning, tax policy and controversy management in a fast-paced technology enabled business world. Cherry Bekaert is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Tax Assistant Job Description: Salary, Duties, & More - CLIMB Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Contributed to other special projects, such as credit and incentives for reducing property taxes. The role of a Tax Accountant is to make sure that their clients taxes are filed appropriately and processed professionally. las molestias. What Does A Tax Assistant Do Accomplished side projects which provided further awareness of areas collections or exonerations were required. Performed data entry based on tax documentation and interviewing techniques with clients. In this role, you will provide support to our tax team by preparing tax returns and ensuring compliance with tax laws and regulations. to let us know you're having trouble. Accounting And Tax Society And Fordham Finance Society, Completed VITA Training, and certified in Volunteer Certification at Basic and Advanced Level, International Business And Corporate Finance. Scanned, processed, and entered information into the database for processing and shipment to outside vendors and clients. If you need help with any of our services, contact us via: Copyright 2023 Jobzilla Services. Tax Staff Accountant Wir entschuldigen uns fr die Umstnde. Seasonal Tax Assistant Jobs Complete advanced level IRS certification for income tax preparation. Processed accounts payables as needed. Identified, inputted, and distributed tax notices. has been proudly providing outstanding Accounting and Advisory services to our clients for over 70 years. The type of organization a Tax Assistant works for will determine their particular responsibilities, however, there are several primary duties all Tax Assistants perform. The finance industry tends to pay more for tax preparers with an average of $59,516. What Does A Tax Assistant Do - Zippia Zippia analyzed thousands of tax assistant job descriptions to identify key pieces of information you want to include. Using a machine learning data analysis, we determined the following key facts about tax preparation assistant job descriptions: Tax preparation assistant requirements can be divided into basic requirements and required soft skills. Some may become accountants, auditors, or budget analysts. questo messaggio, invia un'email all'indirizzo Completed manager and team assigned tasks & projects. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Here are three trends influencing how tax assistants work. They must be able to run an office, as well as perform higher level functions, such as processing tax returns and maintaining databases. Remember to be clear and concise, and to highlight the benefits and perks of working with your company. Provided consultation and/or training within the Collections Group, the Customer Solutions Center, and Order Management. Answered incoming phone calls and relayed messages to appropriate parties, as well as photocopied paperwork, and typing correspondence, Reviewed and carefully rechecked correspondence to clients, Printing reports, depositing checks, managing databases of clients information, Precisely filed, collated, and arranged customer documents to their corresponding account numbers and placement. Enrolling in a specialized tax preparation course or obtaining a relevant certification, such as Certified Tax Preparer (CTP) or Enrolled Agent (EA) can advance the career of a Tax Assistant. The responsibilities of a Tax Accountant are diverse and wide-ranging. Keys to writing a tax assistant job description. This will make them more attractive to employers and give them the skills needed to protect businesses from cyberattacks. In fact, they're 2.7% less likely to earn a Master's Degree, and 0.6% less likely to graduate with a Doctoral Degree. Provide a welcoming and knowledgeable service and recognize as outstanding public service contributor by IRS. ); Maintain an organized filing system of paper and electronic documents; Uphold a strict level of confidentiality; Self-motivator with excellent organization skills; Competency in Microsoft applications including Word, Excel, and Outlook; Verbal and Written Communication Skills a must; Strong organizational, project management and problem-solving skills with impeccable multi-tasking abilities; Prior administrative experience necessary; Attention to detail and ability to multi-task is an asset. WebHandling of incoming and outgoing mail and deliveries. Your job duties include reviewing tax returns, performing basic administrative work, and ensuring filing deadlines are understood and met. Responsibilities may include, but are not limited to: Tax Assistant Main Areas of Responsibility: This includes both verbal and written communication. Use this Tax Assistant job description template to save yourself time and help you attract the most qualified candidates. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Verified tax information required in compliance with the IRS and/or agency of each state and their local jurisdictions to which the company is conducting business. They also coordinate outsourced preparation work, so everyone has access. As a result, tax departments will need to hire more tax specialists to keep up with the changes. Conducted research on property-tax issues. Applied federal, state references and resources with TaxWise software, Finalized 40 federal, state and city tax returns independently, Provided tax consulting and practical solution to maximize the tax benefits, Trained and assisted 5 volunteers on site, Confirmed that all statement W-2's, 1099's and 1098's matched Form 1040 including wages, interest income, dividends and distributions, pensions and annuities, mortgage interest, social security benefits, and consolidated statements, Calculated capital gain/loss statements on Schedule Master D using Excel, Recorded and reconciled bank deposits using QuickBooks Pro, Developed professional rapport with accountants and colleagues. Hire better with the best hiring how-to articles in the industry. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Tax Staff Accountant General QuickBooks information and data entry. 2022 Cherry Bekaert. You should also build relationships with other professionals in the accounting field so that you can learn from their experience. The main responsibility of a Tax Associate is to ensure that clients pay the correct amount of taxes owed to government agencies. The lists below show the most common requirements included in tax assistant job postings. Typically, this position earns a higher pay. Computed taxes and completed forms tax returns, Consulted tax law and provided future tax planning to clients, Reviewed financial records as income statements expenditures for tax returns, Advanced skills in Microsoft Office and QuickBooks, Confirmed that all tax documents were properly reviewed by coordinator for accuracy, Maintained important documents and records confidential, Worked with tax software applications and coordinated with Internal Revenue Service to provide, Maintained professional relationships with clients, Provided reliable tax advice to upper management, Organized and recorded tax preparation documents throughout the year, Supervised bookkeeping in preparation for internal and external auditing, Responsible for maintaining accurate records according to up-to-date tax legislation, Computed taxes owed or overpaid and completed tax forms on TaxWise software, Reviewed data input and totals on tax forms to ensure no errors in arithmetic, Answered questions and prepared copies for clients in organized manner, Learned tax practices by consulting with senior staff on procedures for complex tax issues, Interviewed 25 clients to obtain W-2 and accounting information on taxable income and deductible expenses, Saved tax liability around 200 dollars for clients by utilizing appropriate adjustments, deductions and credits. Tax Assistant Assure filling completion per client folder by gathering clients and CPA approval signature, tax form printouts and documentation backup scans. Offer orientation to CPA s and college students to complete their continue education credits and increase potential candidates. Tax Preparer job description - Workable You can demonstrate your computer proficiency by listing the computer programs you know how to use. WebAlbuquerque, NM $42,000 - $61,000 a year Full-time Overtime Assist in the delivery of tax organizers and scanning client data. Zippia analyzed thousands of tax preparation assistant job descriptions to identify best candidates. Tax Accountants work with clients to comply with federal, state, and local tax regulations. Employers often expect their assistants to be able to use computers and software programs like Microsoft Word, Excel and Outlook. The first step to creating a great job posting is to write a job title that accurately reflects the role and responsibilities of the position. Provided free income tax preparation assistance to taxpayers, Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum, Peer reviewed tax returns for complete accuracy, Completed [company name]/TCE basic and advance certification courses. Excellent time management skills are also essential, as youll have to ensure our company meets tight deadlines. Facilitate efficient operations by performing key accounting role; process payroll and daily reconciliations. They commonly perform a wide range of tasks, including entering client information into computer systems, reviewing previous years returns, and researching tax law changes that may affect current year filings. WebResponsibilities Tax advisers can work in compliance, ensuring a client meets all tax obligations by preparing and submitting tax returns, tax computations and any other necessary forms. Assisted with special projects and year-end close. Let us help you hire the right people for your Company. Provide customer service for Clients by assisting in preparing quarterly tax returns per state to which they are due. ); Maintain an organized filing system of paper and electronic documents; Copying and Scanning; Find Your Match Instantly Out They also work with a Tax Preparer to calculate tax credits, deductibles, and liabilities. Prepare and file Property Tax renditions and payments, and Corporate Annual Reports. Se continui a visualizzare Work/Life Balance. WebA tax accountant will organize and analyze spending and seek to increase write-offs and lower the businesses taxable profit. Here are examples of responsibilities from real tax assistant resumes representing typical tasks they are likely to perform in their roles. Job Descriptions More Post a Job Tax Preparer Job Description: Top Duties and Qualifications Last updated: December 10, 2022 A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the clients return. You can also use customer service skills to answer phone calls and emails from clients and customers. 116.202.30.133 WebAssistant Responsibilities: Greeting and directing visitors, answering questions, and responding to complaints and requests. Heritage Crystal Clean LLC is an Equal Opportunity Employer. Tax assistants who work in corporate tax departments may be required to travel to company offices in other cities or states. WebApplication of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions Proficient with technology and solid knowledge of computer operations and software. Tax assistants are responsible for assisting tax preparers with the day-to-day work of preparing tax returns. Job Descriptions Education --. Hire faster with 1,000+ templates like job descriptions, interview questions and more. Their duties include collecting forms from clients and identifying potential credits that can be used against expenses such as an investment in education or startup costs associated with growing businesses. Some Tax Assistants will also be responsible for creating reports and presentations. Tax Preparer Job Description [Updated for 2023] - Indeed What does a Tax Accountant do Requisition ID: 1437350. Although the whole site is full of interesting information, click on the "Tax Practice" section for the most relevant materials. Our globally coordinated tax professionals offer connected services across all tax disciplines to help our clients thrive in an era of rapid change. According to PayScale, the national average salary for a Tax Assistant is $41,424 per year. Assisted in the preparation of corporate tax returns (1120, 1120S, 1065). General QuickBooks information and data entry. He or she must also be able to handle sensitive and confidential information with the utmost discretion. Provide assistance in projects related to filing and preparing corporate income tax returns at the state and federal levels.