Personal Assistant for Tax Preparation

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Full Time


$350 /month USD




Dec 05, 2022


Primary role would be data entry, email management, tax preparation

Need to be proficient in US Tax Laws and have experience with Corporate and Personal tax returns. Must be able to use Drake Software. Must have over 2 years of experience. Must have security clearance. Understand how to use Jotforms and be self-sufficient.

Returns are to be checked no later than 24 hours after they've been tagged "Ready to File"
Returns with Easy Advances attached should be checked and efiled within 4-6 hours of being completed

A detailed breakdown of what is expected when double-checking a return:

Double Check Return Checklist
If returns need to be adjusted after the tax preparer has finished and presented numbers:
It's critical that a Slack channel is created, be very clear with the tax preparer what was done wrong, use screenshots to explain (Fusion and the documents where appropriate), plus refunds before and after the change.
If a customer needs to be contacted, typically that should be done by the tax preparer, not the entity manager, unless an exception applies.
The tax preparer may not know the best way to present the change to the customer and a phone call or slack message to the tax preparer may be needed to role-play how best to communicate the adjustment.

Required Skills/Abilities:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Ability to understand and apply tax laws and changes in the preparation process.
Excellent organizational skills and attention to detail.
Accurate math and accounting skills.
Proficient with Microsoft Office Suite or related software.
Proficient with or the ability to quickly learn tax accounting and preparation software.

Need to hire immediately

Finance & Management
Tax Preparation
Office & Admin (Virtual Assistant)
Data Entry Personal Assistant
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