Tax Compliance Specialist
2 weeks ago
The Tax Paraprofessional plays an essential role in the efficient functioning of our tax office. Acting as the initial point of contact for clients and visitors, you will help foster a welcoming and professional environment. Your responsibilities will include assisting with tax documentation and various administrative duties to support our tax experts. This position is full-time and requires strong communication abilities, meticulous attention to detail, and the capacity to manage multiple tasks in a fast-paced setting.
Tax Assistance Responsibilities:- Support the assembly, processing, and organization of tax returns and associated documents.
- Manage tax record intake, prepare files for digitization, communicate with clients regarding any missing information, and ensure that all documentation is complete.
- Compile and electronically file tax forms, ensuring clients receive the final product and that our firm maintains comprehensive records.
- Organize and maintain client records in both physical and digital formats.
- Prepare Forms W-2 and 1099.
- Welcome clients and visitors.
- Handle and direct incoming phone calls.
- Oversee the reception area.
- Schedule and confirm client appointments.
- Manage incoming and outgoing mail and packages.
- Conduct general administrative tasks such as data entry, photocopying, and scanning.
- Maintain office supplies and inventory levels.
- Draft engagement letters, invoices, reports, and other correspondence, ensuring documents are proofread for accuracy.
- Assist in organizing office events and meetings.
- Support special projects and initiatives as the liaison for firm operations.
- High school diploma or equivalent; a Bachelor's degree is advantageous.
- 3-5 years of experience in assembling, processing, or preparing individual and/or business tax forms.
- Proficient in accounting software such as QuickBooks and MS Office (Word, Excel, Outlook).
- Prior experience in a receptionist or administrative capacity, preferably within a CPA or professional services environment.
- Strong business insight.
- Exceptional verbal and written communication skills.
- Outstanding organizational skills and attention to detail.
- Professional appearance and demeanor.
Herbein + Company, Inc. is committed to equal opportunity employment. All applicants will be considered for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran, or disability status.
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Tax Support and Reception Specialist
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Royersford, Pennsylvania, United States Herbein + Company, Inc Full timePosition OverviewThe role of the Tax Support and Reception Specialist is vital for the efficient functioning of our office environment. This position serves as the initial point of contact for clients and visitors, ensuring a welcoming and professional atmosphere. The individual will also provide assistance with tax documentation and various administrative...
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Tax Support and Reception Specialist
2 weeks ago
Royersford, Pennsylvania, United States Herbein + Company, Inc Full timeJob OverviewThe role of the Tax Support and Reception Specialist is essential for the efficient functioning of our office environment. This position serves as the initial point of contact for clients and visitors, ensuring a friendly and professional atmosphere. Additionally, the individual will provide assistance with tax documentation and various...
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