Own the tax filing deadline calendar: extensions, estimates, and due dates across individual and business returns — and make sure nothing slips
Drive client communication through busy season — organizers out, missing documents chased down, engagement letters signed, appointments scheduled
Input tax return data from client source documents and prepare straightforward individual returns under review
Assemble workpapers and organize client files so preparers and reviewers can move quickly
Handle e-filing, Form 8879 collection and tracking, and return assembly and delivery
Support 1099 and W-2 season, and assist with payroll and sales tax filings as needed
Serve as the firm’s first point of contact — phones, walk-ins, and getting clients to the right person with the right answer

\nMust Have\n\n

Bookkeeping or accounting experience — comfortable with debits and credits and able to read a P&L and balance sheet. This is the skill base the tax and client work is built on.
Administrative or front-office experience in a professional office
Highly organized and detail-oriented; can own a deadline calendar and keep filings from slipping
Working familiarity with QuickBooks and Excel
Handles phones and walk-in traffic with warmth and composure, including during busy periods
Responsive and dependable through busy season
Complete discretion with confidential client and financial information

\nBig Plus\n\n

Individual tax return (Form 1040) preparation or input experience
Prior CPA firm or tax office experience
UltraTax CS or other Thomson Reuters CS Professional Suite experience
Payroll or sales tax filing experience

\nScreening Notes
\nAttitude and reliability matter as much as technical skill. Please confirm on-site willingness and busy-season availability before sending candidates over.
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