Tax Professional
5 days ago
At Modern Wealth Management, we are seeking a highly organized and detail-oriented Tax Assistant to join our team. The successful candidate will be responsible for providing administrative support to our tax services department, ensuring the smooth operation of our tax preparation and filing processes.
Key Responsibilities:- Perform a variety of clerical tasks, including scanning, billing, revenue collection, and documentation to support tax preparation and filing processes.
- Assemble tax returns and supporting documentation in accordance with established procedures and deadlines.
- Filter and manage incoming documents, emails, and correspondence related to tax matters.
- Run weekly reports to track project progress and communicate updates to relevant staff members.
- Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings.
- Enter client information and financial data into the tax preparation software accurately and efficiently.
- Collect and organize client information and documents required for tax preparation and planning purposes.
- Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client.
- Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention.
- Collaborate with the Certified Financial Planner (CFP) team to update financial plans with relevant tax information and data as needed.
- General business or accounting degree
- Previous work experience preferred (additional emphasis on CPA firm experience)
- Generous continuing education support
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% Company 401k match, 100% vested
FLSA Status: Non-Exempt
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