Tax Paraprofessional

Job Type

Full-time

Description

The Tax Paraprofessional is a critical role which ensures the smooth operation of our Royersford tax office. As the first point of contact for clients and visitors, you will be responsible for providing a welcoming and professional atmosphere. In addition, you will assist with tax assembly and various administrative tasks to support our tax professionals. This is an onsite, full-time position that requires excellent communication skills, attention to detail, and the ability to multitask in a deadline-driven work environment.

Tax Support :

• Assist with the assembly, processing and organization of tax returns and related documents
• Tax record intake, preparing files for scanning, communicating with clients re any missing information, ensuring that documentation is complete
• Assemble and e-file tax forms, ensuring that the client receives the final product and that Herbein has complete records
• File and maintain client records both physically and electronically
• Type Forms W-2 and 1099

Receptionist Duties :

• Greet clients and visitors
• Answer and direct phone calls
• Manage the reception area
• Schedule and confirm client appointments
• Handle incoming and outgoing mail and packages

Administrative Support :

• Perform general administrative tasks such as data entry, photocopying, and scanning
• Maintain office supplies and inventory
• Prepare engagement letters, invoices, reports as well as other correspondence and proofread documents
• Assist with the organization of office events and meetings
• Support special projects and initiatives as the office liaison for firm operations

Requirements

• High school diploma or equivalent; Bachelor's degree is a plus
• 3-5 years of work experience assembling, processing, or preparing individual and/or business tax forms
• Proficiency with accounting software such as QuickBooks as well as MS Office (Word, Excel, Outlook)
• Previous experience in a receptionist or administrative role, preferably in a CPA or professional services firm
• Strong business acumen
• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• Professional appearance and demeanor

Herbein + Company, Inc. is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.

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