Tax Preparation and Support Specialist

4 days ago


La Mesa, California, United States Fick Bravo & Associates Full time

We are Fick Bravo & Associates, a reputable tax preparation firm committed to delivering exceptional service to our clients. As an experienced Administrative Assistant, you will play a vital role in supporting our tax professionals and contributing to our mission.

Key Responsibilities
  • Expertly utilize Lacerte tax software for accurate and efficient tax preparation and processing.
  • Effectively manage CRM client portals to ensure seamless client experiences and timely updates.
  • Process e-file and paper file tax returns with precision, meeting tight deadlines and quality standards.
  • Deliver federal and state vouchers to clients, accompanied by detailed guidance on payment procedures, fostering prompt payments.
  • Craft professional responses to high volumes of emails and phone calls, addressing client inquiries with poise and expertise.
  • Organize and maintain critical documents for tax preparation and record-keeping, adhering to security and compliance protocols.
  • Schedule appointments and calendar management for tax professionals, ensuring smooth meetings and collaboration.
  • Coordinate check-in files and prepare them for the data entry team, streamlining workflow processes.
  • Proactively contact clients to collect outstanding invoices and manage follow-ups, resolving any issues efficiently and effectively.
Requirements
  • A minimum of 3 years of experience in tax preparation administration is mandatory.
  • Proficiency in Lacerte tax software and CRM client portals is indispensable.
  • Exceptional organizational skills and meticulous attention to detail are essential for this role.
  • Superb communication skills, both written and verbal, are required for effective client interactions.
  • Ability to handle high volumes of emails and phone calls professionally, responding promptly and courteously.
  • Substantial experience with appointment scheduling and calendar management is highly valued.
  • Familiarity with e-file and paper file tax return processing is a significant asset.
  • Ability to work independently and as part of a team in a fast-paced environment is crucial.
  • Remarkable problem-solving skills and ability to provide clear guidance to clients are essential for success.
Benefits Package
  • We offer attractive compensation, ranging from $23.00 to $30.00 per hour, based on experience.
  • A comprehensive benefits package, including medical reimbursement and generous PTO.
  • An after-tax season pay structure, ensuring financial stability during the off-season.
  • A flexible schedule during the off-season, promoting work-life balance.
Education and Qualifications
  • A high school diploma or equivalent is required.
  • Tax office experience: 3 years is mandatory.
  • Appointment scheduling experience: 3 years is mandatory.
  • Calendar management experience: 3 years is mandatory.


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