Tax Operations Assistant

13 hours ago


Lakewood, United States Holman Frenia Allison, P.C. Full time
Job Overview

Holman Frenia Allison, P.C. is seeking a highly motivated and detail-oriented individual to join our Tax Department as a Tax Operations Intern. This internship provides an excellent opportunity to gain hands-on experience in tax operations, working closely with our Tax Administrator to support the department's administrative and operational functions.

Key Responsibilities
  • Assist the Tax Administrator with various administrative tasks, including managing tax documents, maintaining records, and updating client files.
  • Support the preparation and organization of tax-related materials for client meetings and filings.
  • Help with the management of engagement letters, billing preparation, and other critical documentation.
  • Participate in the maintenance and tracking of returns and files, ensuring accuracy and timely processing and filing.
  • Collaborate with team members on special projects, such as workflow optimization, client setup procedures, and process improvements.
  • Aid in the creation and refinement of Standard Operating Procedures (SOPs) related to tax operations.
  • Provide support during tax season, including assisting with client communications and scheduling.
  • Attend team meetings and training sessions to stay informed about department updates and best practices.
Requirements

Qualifications:
Education: Currently pursuing a degree in Business Administration, High School Diploma or equivalent required.
Availability: Willingness to work Saturdays during the tax season.
Strong organizational skills with a keen eye for detail.
Ability to manage multiple tasks and prioritize effectively.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
A proactive attitude and a willingness to learn and take on new challenges.



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