Tax Preparation Assistant

2 weeks ago


Louisville, Kentucky, United States Summit Strategic Advisors PLLC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Tax Preparation Assistant to join our team at Summit Strategic Advisors PLLC. As a Tax Preparation Assistant, you will play a critical role in assisting our staff accountants and managers with the preparation of individual and business tax returns.

Key Responsibilities
  • Assist in the preparation of tax returns by learning and practicing basic tax preparation skills
  • Compute, record, and proofread data, and compile, sort, and file documents
  • Learn and apply firm workflow procedures and software
  • Assist staff accountants and managers as needed
Requirements
  • High School Diploma or equivalent
  • Enrollment in an accounting program at an accredited college/university
  • Junior or senior working toward a degree in accounting preferred
  • Minimum 3.0 GPA
  • Completed intermediate accounting and basic tax courses preferred
  • Proficiency in Microsoft Office, including Word, PowerPoint, Excel, and Outlook
Work Environment

This position operates exclusively in an indoor office environment with controlled temperatures. Commonly used equipment and tools include telephone, computer, and other office equipment as needed.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.



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