Tax Administrative Assistant
3 weeks ago
**About us**
We are a boutique CPA firm servicing the accounting needs of HNW individuals, their related business entities, and diversifed investments. Our team is client oriented, friendly and works well together. We work well independently but also enjoy the collaboration as a team.
**Overview**:
**Responsibilities**:
- Assist in preparing and organizing tax documents for individuals and businesses
- Track status of returns, update in tax software and on control sheets
- Communicate with clients to gather necessary information and address inquiries
- Support Tax Preparers in gathering and organizing returns accurately and efficiently
- Maintain client confidentiality and handle sensitive information securely
**Requirements**:
- Previous experience in a clerical role for CPA office or similar position preferred
- Proficiency in data entry and basic computer skills
- Strong attention to detail and accuracy in handling numerical data
- Excellent customer service skills with the ability to communicate effectively
- Familiarity with tax preparation software is a plus
- QuickBooks experience required
Join our team as a Tax Assistant and gain valuable experience in the tax preparation field while assisting clients with their tax needs.
Pay: $24.00 - $27.00 per hour
Expected hours: 40 per week
**Benefits**:
- 401(k)
- Flexible schedule
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
**Experience**:
- Clerical: 5 years (required)
Ability to Commute:
- Garden City, NY 11530 (required)
Work Location: In person
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