US Tax Assistant
November 8
Description
• Outsource Access is seeking a knowledgeable and detail-oriented U.S. Tax Assistant Virtual Staff to join our growing team. • This role is perfect for someone with a solid understanding of U.S. tax regulations and practices, who can assist in preparing, filing, and managing tax returns, as well as provide clients with support in navigating their tax obligations. • The ideal candidate will play a crucial role in ensuring compliance with federal and state tax laws, conducting tax research, and helping clients maximize benefits while minimizing liabilities. • Tax Preparation Support: Assist in preparing and filing individual and business tax returns, ensuring accuracy, compliance with relevant tax laws, and timely submissions to avoid penalties. • Client Communication and Support: Serve as the main point of contact for clients, gathering required information, addressing inquiries, and providing updates on tax processes. • Research and Compliance: Conduct research on tax regulations, updates, and compliance issues to stay informed about U.S. tax laws, IRS guidelines, and multi-state compliance requirements. • Document Management: Organize and maintain client files, tax returns, and related documents in a secure, cloud-based system for easy access and reference. • Tax Planning Support: Assist in developing tax strategies aimed at minimizing liabilities and optimizing client tax positions. • Audit Support: Support clients with documentation and information during tax audits as needed. • General Administrative Support: Handle scheduling, manage email correspondence, organize files, and prepare summaries or reports as needed.
Requirements
• Proven experience as a tax assistant or in a similar role, with a strong understanding of U.S. tax regulations (state and federal tax laws) and IRS e-filing processes. • Bachelor’s degree in Accounting, Finance, or a related field preferred. • Proficient in Microsoft Office Suite (Excel, Word, Outlook) and familiar with tax software (e.g., TurboTax, Drake Tax, QuickBooks). • Strong attention to detail, analytical thinking, and the ability to conduct thorough research on tax-related topics. • Excellent written and verbal communication skills with a client-centered approach. • Strong time management skills, particularly during peak tax seasons, and attention to detail in document handling and data accuracy. • Ability to handle sensitive information with discretion and maintain client confidentiality. • Familiarity with tax regulations for small businesses and individuals.
Benefits
• HMO • Group Life Insurance Benefit • Virtual Credit Card • Paid Leaves • Government Benefits • Other exciting benefits to be discussed
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