Job Description
Job Description
Job Summary
We are a busy tax preparation firm seeking a reliable and detail-oriented Tax Preparer Assistant to support our tax professionals during the upcoming tax season and potentially year-round. The ideal candidate will help with administrative tasks, data entry, client file organization, and basic bookkeeping to ensure smooth and accurate tax preparation for individuals and small businesses.
This is an excellent opportunity for someone with strong organizational skills and an interest in taxes/accounting to gain hands-on experience in a professional tax environment.
Key Responsibilities:
- Assist tax preparers with data entry of client financial information into tax software and spreadsheets
- Organize and scan client documents, maintain accurate filing systems (digital and physical)
- Perform basic bookkeeping tasks and reconciliations
- Provide general administrative support
Required Qualifications:
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Excellent organizational and time-management skills
- Ability to maintain strict client confidentiality
- Proficient in Microsoft Office, especially Excel
- Fast and accurate typing skills
Preferred Skills & Experience:
- Basic knowledge of income tax preparation (1040s, schedules, etc.)
- Experience with bookkeeping or accounting principles
- Familiarity with QuickBooks (Desktop or Online)
- Previous experience in a tax office, accounting firm, or administrative role is a plus
- Ability to work in a fast-paced environment during peak tax season (January–April)
What We Offer:
- Competitive hourly pay (commensurate with experience)
- Flexible scheduling options (full-time or part-time)
- Opportunity to learn tax preparation and advance within the firm
- Supportive team environment
- Potential for year-round employment for the right candidate
Job Types: Full-time, Part-time
Benefits:
- Professional development assistance
Work Location: In person