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Tax Preparation Support Specialist

2 months ago

Burlington, North Carolina, United States ZipStaff Full time
Job Overview

Position Summary: The Tax Preparation Support Specialist plays a crucial role in assisting a team of tax experts by managing documentation, facilitating client interactions, and executing initial data entry tasks pertinent to tax filing. This position demands exceptional organizational abilities, meticulous attention to detail, and a commitment to safeguarding confidential client information.

Key Responsibilities:

  • Assist in the collection and arrangement of client tax documents, such as W-2s, 1099s, and other essential financial records.
  • Enter fundamental tax-related information into tax preparation software under the guidance of experienced tax preparers.
  • Coordinate and confirm client appointments.
  • Engage with clients through various communication channels to address basic inquiries and provide updates regarding their tax submissions.
  • Ensure the accurate entry and secure storage of all client data within the firm's database.
  • Support the preparation of tax forms and related documentation as instructed by senior personnel.
  • Maintain filing systems and keep organized records for efficient access.
  • Perform additional administrative duties as required.

Qualifications:

  • High school diploma or equivalent; further education in accounting or related disciplines is advantageous.
  • Prior experience in a tax office or administrative capacity is preferred.
  • Proficiency in Microsoft Office Suite, especially Excel and Word.
  • Familiarity with tax preparation software is beneficial.
  • Strong attention to detail and organizational capabilities.
  • Excellent verbal and written communication skills.
  • Able to thrive in a fast-paced environment and juggle multiple responsibilities simultaneously.
  • Dedicated to maintaining confidentiality regarding sensitive information.

Working Conditions:

  • Seasonal position with the possibility of extended hours during peak tax season.
  • Office-based role with potential for occasional remote work.
  • Competitive hourly compensation, based on experience.

Application Process: Interested individuals are encouraged to submit their resume along with a concise cover letter detailing their interest in the role and relevant experience.

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