Accounting & Tax Assistant
2 days ago
Key Responsibilities
· Prepare and file payroll, sales tax and assist with all accounting services.
· Informing clients or employers on the tax preparation process
· Collecting relevant financial records, per tax folder using Client Portal
· Inputting data from financial records into tax return software or databases
· Using applicable federal, state and local tax law to prepare the returns.
· Completing and filing tax documents with appropriate agencies, including the IRS, state and local government entities
· Acting as a representative for clients with applicable agencies as required
· Building customer relationships to promote and expand the business
Job-Requirements: skills, competencies, experience
- High school diploma required.
· Fluent English, oral and written skills. Additional language is an advantage.
- A minimum of 2 years of experience in a similar role.
- Good knowledge of Microsoft Office Suite and QuickBooks online.
- Knowledge of CCH Axcess program preferred.
- Outstanding communication and coaching skills.
- Driven, resilient, trusted and forward-thinking.
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