Tax Preparer - Virtual Assistant
October 8
Description
• Prepare and tax returns for individuals and businesses. • Reading and collecting Clients' documents. • Organizing clients' documents and tax data to make sure we have 100% of what is needed before tax work begins. • If anything is missing, or if there are any questions, follow up with the client to get the missing items to complete the client's files. • Labeling and renaming client documents according to specific instructions. • Tax Data Entry into Drake Software. • Checking off items on PDF documents as they enter the data. • Reading the diagnostic messages in the tax software, researching, and following the prompts to fix the diagnostic errors. • Tax Research Knowledge of US federal and state tax regulations. • Knowledge of US tax forms and their uses.
Requirements
• Proven experience in tax preparation for both businesses and individuals. • Proficiency in Drake tax software. • Strong general computing skills, including Adobe Acrobat, Google Sheets, and Microsoft Excel. • Excellent communication skills, both written and verbal. • Strong organizational skills and the ability to manage multiple tasks simultaneously. • High attention to detail and accuracy in work.
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