Tax Preparation and Support Specialist
4 days ago
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.
- 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.
- 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.
- 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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