Tax Interviewer

About the Opportunity

Tax Interview Assistant needed for a unique, client-focused tax & accounting firm. This seasonal position focuses on supporting the intake, organization, and preparation of client information for tax interviews and consultations, ensuring clients have the guidance and clarity they need throughout the tax process. As a growing firm, we are looking for an innovative thinker and organized collaborator who can help structure and implement efficient procedures that enhance workflow, accuracy, and the overall client experience. This position will start the first week of the new year and go until Tax Day: April 15th.

About Us

We are an evolving second-generation boutique accounting firm located in the heart of South End, looking for a dynamic personality to join our growing efforts. We aren't your average accounting firm — we take our work and our client relationships seriously, but we also value a laid-back, upbeat, and personable atmosphere. At Cannon Tax & Accounting, you'll find a friendly environment where professionalism and positive energy go hand-in-hand.

As a small staff, we depend on each other heavily, with every team member playing a significant and unique role in achieving our firm's goals. We work hard, take pride in what we do, and enjoy the process — it's important that you know how to do the same.

About You

You are friendly, flexible, and detail-oriented, with excellent observation skills and the ability to learn quickly on the job. You understand the responsibility of being part of a small, collaborative team and are mature, tactful, and empathetic when communicating with clients about sensitive and confidential financial information. You maintain professionalism and discretion at all times.

You ask thoughtful questions when clarity is needed but are also proactive in trying to find answers on your own first. You can recognize what needs to be done and take initiative with little to no supervision. Like all team members, you're willing to chip in where needed — even if that occasionally includes tasks like office trash removal.

Basic Responsibilities

• Conduct intake conversations with clients to gather information needed for tax preparation
• Assist clients in organizing and submitting required tax documents
• Review incoming client materials for completeness and accuracy
• Carry out administrative duties such as filing, typing, copying, scanning, and maintaining digital/electronic records
• Assist with maintaining the shared drive and manual filing systems
• Handle sensitive and confidential client information with discretion
• Take and deliver messages when necessary
• Help clients understand documentation needs and preparation requirements for tax interviews
• Support tax preparers by ensuring client files contain all required information before preparation begins
• Provide clear, courteous communication to clients and team members regarding missing documents, next steps, or follow-up requirements
• Track and update the status of client interview-related tasks and documentation
• Coordinate with the internal team to ensure smooth workflow during peak tax season
• All other duties as assigned, based on seasonal needs

Requirements

• Strong and perceptive attention to detail
• Ability to multitask and prioritize effectively
• Strong organizational and planning skills
• Excellent written and verbal communication skills
• Efficient time-management skills
• High school diploma or equivalent
• Proficient computer skills
• Eagerness and ability to learn new tasks and systems quickly

To Apply

If you have read the complete job description and feel you are a strong fit, please apply to this listing. Provide a current resume and a cover letter explaining why you are an ideal candidate for this position. You may be asked to complete an assessment through as part of the application process. Failure to complete the assessment or to provide a cover letter may result in removal from consideration.

Job Type: Seasonal: January 5 – April 15

Pay: To be determined

Schedule:

• Flexible Hours
• Monday to Friday, 9-5. +Every other Saturday during Tax Season

Education:

• High school or equivalent (Required)

Experience:

• Proficient computer skills
• Eagerness to learn new skills (Required)

Work Location: In person

Job Types: Part-time, Seasonal

Pay: $ $22.00 per hour

Expected hours: No more than 40 per week

Benefits:

• Paid training

Work Location: In person