tax assistant job description

enva un correo electrnico a The Tax Assistant will be responsible for preparing and filing tax returns, as well as assisting with tax research and audits. Tax Assistant Lamentamos pelo inconveniente. Find out what a tax assistant does, how to get this job, and what it takes to succeed as a tax assistant. WebAs a tax assistant, you work with an organization's accounting department to prepare tax filings and monitor tax-related expenses. Drafted, verified and distributed rent roll reports for various counties, Verified vendor information, approved bills and refund checks through OneSource Database and Yardi, Maintained real estate database for reporting and tax bill information, Acquired knowledge of property tax jurisdictions throughout the country including Protest deadlines, Appeal deadlines and tracking Statutory deadlines, Conducted research to find alternative solutions to falling bond markets, Analyzed statistical data in reference to university cash management department, Reviewed and reconciled contracts, agreements, and requisitions, Monitored legal compliance tax laws with Washington, D.C., Virginia and Maryland, Compiled employee time, production, and payroll data in PeopleSoft, processed W-4 for withholdings, Recorded employee information, such as exemptions, transfers, and resignations, in order to maintain and update payroll records in PeopleSoft. Excellent time management skills are also essential, as youll have to ensure our company meets tight deadlines. Tax Associates who work for tax preparation services typically only handle federal, state and local income tax preparation and may provide audit assistance as required. Copy Collate various tax returns (1040, 1120, 1065. Capability to perform repetitive tasks accurately and for longer durations. Taxes are complicated, and tax laws are constantly changing. Utilizing SAP software obtained data to investigate and solve suspected invoice discrepancies and to verify taxes paid. 2022 Cherry Bekaert. Provide a welcoming and knowledgeable service and recognize as outstanding public service contributor by IRS. Some important key differences between the two careers are a few of the skills necessary to fulfill responsibilities. We are looking for a highly motivated, detail-oriented Tax Assistant to join our team. You can do this by reading professional journals and attending continuing education courses. Provided language assistance to clients filling out forms and documents, both foreign and domestic. The lists below show the most common requirements included in tax assistant job postings. Accounting Assistant Job Descriptions WebResponsibilities Tax advisers can work in compliance, ensuring a client meets all tax obligations by preparing and submitting tax returns, tax computations and any other necessary forms. WebTax Assistant (VAT) The successful candidate will be responsible for and will have experience of (including but not limited to): Preparation and supervision of more complex VAT computations involving partial exemption, The salary range for a Tax Assistant varies based on the company size, location and level of experience. Tax Assistant Duties and Responsibilities, Tax Assistant Requirements / Skills / Qualifications, Handling sensitive and confidential information properly, prepare reports and financial documentation, Assist tax preparers review and file customers tax returns, Bachelor's degree in a numerate discipline, Basic understanding of the tax laws and regulations, A high attention to detail and excellent organizational skills, Excellent in communicating both verbally and in writing, Proficiency in computer programs, such as Microsoft Word and Excel, and database systems. We break down the percentage of Tax Assistants that have these skills listed on their resume here: Certified in Advanced Tax Preparation of individual tax returns that contain complex transactions above an intermediate level. Let Us Help. Your job duties include reviewing tax returns, performing basic administrative work, and ensuring filing deadlines are understood and met. Tax Assistant Job Description - gaapweb.com Responded to notices from tax authorities on personal property tax related matters. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Tax Accountant responsibilities also include organizing and maintaining records of tax payments. Tax administrative assistant Jobs Maintained local tax exemption certificate database. Prepare quarterly estimated tax filings including form 941 and NYS-45, ensuring required deadlines are met. Those employed by financial services companies and accounting firms may have additional duties. According to PayScale, the national average salary for a Tax Assistant is $41,424 per year. A tax assistant works under the direction of a tax manager or executive, but most of their duties are performed with less supervision. Ci The tax assistant is responsible for supporting an organization's tax or accounting department. Prepared more than 100 individual tax returns for qualified taxpayers and completed related schedules utilizing, Interviewed taxpayers to clarify financial situation and ensured that all special tax credits were properly claimed, Reviewed tax form 1040, 1040A, 1040EZ, and 8863, Concurrent with full-time university enrollment, Achieved certification to prepare federal & state tax returns through the Internal Revenue Service, Prepared federal & state tax returns for tax payers that meet V.I.T.A qualifications, Reviewed tax returns for accuracy to ensure expedited electronic processing, Gathered documents, interviewed taxpayers to obtain accurate information and answered related questions, Filed federal income tax returns using TaxWise software system, Answered tax-related questions and explained tax return results to clients. A tax preparer is responsible for preparing and processing the tax obligations of an organization. Prepare individual federal and state tax returns in a paperless environment via CCH ProSystem/PROFX. Managed and organized seasonal employee's tasks and monitor their performance. CMA or CPA) is preferred. Trained and supervised up to thirty staff in the annual sequencing and filing of 250000 tax documents. reflects the communities and customers that we serve. A tax assistant works under the direction of a tax manager or executive, but most of their duties are performed with less supervision. Supported projects assigned by manager and senior management. Assessed and collected business license and business personal property taxes. Accounting Today - This online magazine offers the latest news, in-depth articles, and editorial analyses for tax and accounting professionals. Prepared simple to complex tax returns for individuals and families. Consolidated and reviewed clients' bank statements and sorted out individual or corporate revenues and expenses with Excel pivot function and prepared a variety of financial statements. Cherry Bekaert will not provide work sponsorship for this position. Provided comfortable atmosphere for clients through effective listening and interviewing skills. Gathering information and explaining options for best practice to clients. Identified, inputted, and distributed tax notices. These finance professionals also help manage accounts and prepare financial records. As far as similarities go, this is where it ends because a tax assistant responsibility requires skills such as "low-income families," "income tax returns," "powerpoint," and "low-income clients." Corporate Tax Preparer Employment Near Me, Licensed Tax Consultant Employment Near Me, Tax Collection Coordinator Employment Near Me, Tax Preparation Assistant Employment Near Me, The average tax assistant job description intro is about 73 words, The responsibilities section contains an average of 10 bullets points, The requirements section contains an average of 13 bullets points. In general, tax collection coordinators study at lower levels of education than tax assistants. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Aydanos a proteger Glassdoor verificando que eres una persona real. Tax Associate Job Description - Betterteam All Rights Reserved. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. The role of a Tax Accountant is to make sure that their clients taxes are filed appropriately and processed professionally. You may also be required to communicate complex financial information to clients. Assisted businesses personally and remotely to provide aid in applying for and renewing business licenses. Track subcontractors tax documents (1099s and W9s) and 7d Accountant Accounting Administrative Assistant Wailuku, HI $22.00 - $28.00 Per Tax Assistant Books. At [CompanyX], we are looking for a detail-oriented and organized individual to join our tax team as a Tax Assistant. As an assistant, you may be the first person a client or customer speaks to, so its important to be friendly and helpful. Alternatively, they may work in consultancy, advising clients on how to minimise their tax liabilities. While the highest tax assistant annual salary comes from the finance industry. in our Assist with income tax compliance in accordance with federal, state, and local regulations, Perform tax research and prepare technical memos, Calculate and prepare tax accruals and workpapers, Respond to tax authority notices and inquiries, Assist with coordinating audits and examinations, Assist with special projects and other duties as assigned, Bachelor's degree in Accounting or related field, Minimum of 1 year of experience in tax accounting, Strong analytical and problem-solving skills, Excellent attention to detail and accuracy, Ability to work independently and as part of a team, Proficient in Microsoft Excel and other tax software, Strong communication and interpersonal skills, Preparation of tax returns for individuals, businesses, and corporations, Assisting with tax planning and consulting services, Communicating with clients and responding to their inquiries, Maintaining accurate and up-to-date records, Bachelor's degree in accounting or a related field, Experience in tax preparation and planning, Strong attention to detail and organizational skills, Excellent communication and interpersonal skills, Familiarity with tax laws and regulations. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Prepare individual tax returns in a timely manner-assist with account reconciliations for clients-help track basis for clients-update clients fix asset accounts. Answered incoming phone calls and relayed messages to appropriate parties, as well as photocopied paperwork, and typing correspondence, Reviewed and carefully rechecked correspondence to clients, Printing reports, depositing checks, managing databases of clients information, Precisely filed, collated, and arranged customer documents to their corresponding account numbers and placement. WebApplication of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions Proficient with technology and solid knowledge of computer operations and software. The following requirements are representative of the knowledge, skill and/or ability required. The most common skills on a job description for a tax assistant are Individual Tax Returns, Low-Income Families, and Income Tax Returns. Supported multiple branches with accounting and finance knowledge, Transmitted tax returns to corporate headquarters, Opened and closed office, implemented security codes, Filed unemployment taxes in a multi-state reporting environment, Ensured that state payments were always mailed out on time (processed 1000 in 2005), Responded to penalty notices and resolved issues promptly. Tax Assistant job description - Jobzilla HCC expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that HCC has been proudly providing outstanding Accounting and Advisory services to our clients for over 70 years. Excellent opportunity to join our growing Big 4 tax practice in Waterford where you will be part of a high Related: Tax Assistant Interview Questions and Answers. Typically, corporate tax preparers earn a $3,636 higher salary than tax assistants earn annually. Maintained statistics for monthly reports to supervisor. A Tax Assistant must have strong analytical, critical thinking, and problem-solving skills. Responded to inquiries from the IRS and state tax authorities, and prepared amended income tax returns. Tax Assistant Responsibilities National Association of Tax Professionals, Completed over 50 Federal and State Taxes daily during the busy Tax season. Tax assistants work in a variety of settings, including public accounting firms, corporate tax departments, and government agencies. Evaluated records for accuracy of balanced, postings, calculations, and other records pertaining to business and operating transactions and reconciled, and notes discrepancies, Assisted to prepare balance sheet, profit and loss statement, amortization and depreciation schedules, individual estimate tax and other financial reports, Reviewed financial records, such as income statements and documentation of expenditures to determine forms needed to prepare return, Computed taxes owed and completed entries on forms, following tax form instructions and tax tables. Heritage Crystal Clean LLC is an Equal Opportunity Employer. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. What Does A Tax Assistant Do Our globally coordinated tax professionals offer connected services across all tax disciplines to help our clients thrive in an era of rapid change. Here are three trends influencing how tax assistants work. Tax Assistant Job Description They will also be able to focus on other areas of their business, such as marketing or client relations. Cherry Bekaert As a The tasks that they face during their career require an organized mind with skills at working through problems methodically. Work Environment: Education --. Tax Assistant Si continas viendo este mensaje, Tax Preparer job description - Workable Consulted with clients regarding choice of entity, tax saving strategies and other complicate tax matters. In order to be a successful Tax Accountant, one must pay attention and follow each word in the law. Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer Assistant Tax Assessor Job Description Industry: Public Sector Last Updated: March 12, 2023 Job Description Overview As an Assistant Tax Assessor, you play a vital role in the Public Sector industry. Contributed to other special projects, such as credit and incentives for reducing property taxes. Tax Assistant Job Description: Salary, Duties, & More - CLIMB Your job duties include reviewing tax returns, What does a Tax Assistant do? Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. In fact, they earn a $1,518 higher salary than tax assistants per year. Analyzed various source documents in order to complete Individual, Partnership, and Corporate tax returns using Intuit's Lacerte tax program. Tax Assistant Job Description | Velvet Jobs By becoming experts in online tax preparation, they will be able to offer a valuable service to their clients. Let us help you hire the right people for your Company. WebAs a tax assistant, you work with an organization's accounting department to prepare tax filings and monitor tax-related expenses. Perform data entry of banking and expense information into QuickBooks and other accounting software reconciling the accounts at month end. Zippia analyzed thousands of tax assistant job descriptions to identify best candidates. Tax Administrative Assistant Jobs This section should include: In this section, you should outline the specific tasks and duties that the Tax Assistant will be responsible for. Process weekly, biweekly and monthly payroll for multi-state approximately 100+ employees for 20- 25 clients through Client Write-Up with effective spreadsheet resulting in 99% decrease in processing errors and 40% reduction in processing time. This includes the field of tax preparation, where AI can be used to calculate taxes and prepare returns. Filed federal and state payroll returns for over 30 small and mid-sized businesses including the preparation of W-2's and 1099's. Keys to writing a tax assistant job description. Tax preparers reach lower levels of education when compared to tax assistants. Ensuring that tax returns are filed in accordance with tax authorities. Identified, processed, and deposited client refund checks. Performed various office duties such as compiling and mailing tax returns, scanning tax source documents, and answering/directing phone calls, all helping to facilitate a smoother workday. Tax preparers should have impeccable analytical and critical thinking skills to manage account statements for business and individual clients. naar Tax assistants are responsible for assisting tax preparers with the day-to-day work of preparing tax returns. They advise management about how new laws may impact the company's bottom line. A Tax Accountant Is a professional who is responsible for helping individuals and organizations file their taxes appropriately, following legal guidelines to ensure the maximum possible tax return. The most common skills on a job description for a tax preparation assistant are Individual Tax Returns, Income Statement, and W-2. Provided customer service for businesses contacting the County of Henrico. WebAlbuquerque, NM $42,000 - $61,000 a year Full-time Overtime Assist in the delivery of tax organizers and scanning client data. Take their skills, for example. Assisted with User Acceptance Testing (UAT) for conversion to workstation. Europe & Rest of World: +44 203 826 8149. ndependently validate customer exemption certificates and record in tax software, Interact with customers and vendors on various sales tax matters via phone and email, Responsible for overall document organization including scanning and storage, 1099 records and filing process assistance, Provide audit support by gathering and organizing audit information, Assist in preparation and organize tax exemption certificates for vendors, Analyze and record property tax assessments, All Other duties as assigned by management, Self-starter, motivated to learn, and eager to learn, Detail oriented and good organizational abilities, 2+ years of administrative / assistant experience, Experience with sales tax/exemption certificate review a plus, High school diploma required, associate (or higher) degree in business or accounting preferred, Experience with sales tax software a plus. Wir entschuldigen uns fr die Umstnde. Their duties include collecting forms from clients and identifying potential credits that can be used against expenses such as an investment in education or startup costs associated with growing businesses. Looking for an experienced Tax Assistant to join our team. Unlike accounting clerks, accounting assistants provide administrative support to an organization's accounts department. Hire faster with 1,000+ templates like job descriptions, interview questions and more. What are the duties and responsibilities of a Tax Assistant? Let's now take a look at the income tax expert profession. Recommended accepted local paperwork reduction initiative which was successfully implemented in stages. What does a Tax Assistant do? Role & Responsibilities Complete IRS tax-preparation training and prepare and electronically file income taxes for individuals. excuses voor het ongemak. Some Tax Assistants will spend the majority of their day in these type of activities, while for others it may be only an occasional task. Detail-oriented, efficient and organized professional with extensive experience in accounting systems. scusiamo se questo pu causarti degli inconvenienti. Europe & Rest of World: +44 203 826 8149 Attended continuing training to keep skills current. Cherry Bekaert cares about its people. Complete advanced level IRS certification for income tax preparation. They meet with these clients to review financial records and make sure all of their The opportunity. Computed taxes and completed forms tax returns, Consulted tax law and provided future tax planning to clients, Reviewed financial records as income statements expenditures for tax returns, Advanced skills in Microsoft Office and QuickBooks, Confirmed that all tax documents were properly reviewed by coordinator for accuracy, Maintained important documents and records confidential, Worked with tax software applications and coordinated with Internal Revenue Service to provide, Maintained professional relationships with clients, Provided reliable tax advice to upper management, Organized and recorded tax preparation documents throughout the year, Supervised bookkeeping in preparation for internal and external auditing, Responsible for maintaining accurate records according to up-to-date tax legislation, Computed taxes owed or overpaid and completed tax forms on TaxWise software, Reviewed data input and totals on tax forms to ensure no errors in arithmetic, Answered questions and prepared copies for clients in organized manner, Learned tax practices by consulting with senior staff on procedures for complex tax issues, Interviewed 25 clients to obtain W-2 and accounting information on taxable income and deductible expenses, Saved tax liability around 200 dollars for clients by utilizing appropriate adjustments, deductions and credits. As artificial intelligence (AI) becomes more popular, it is being used to automate tasks that were once done by humans. Their job is a combination of accounting support and administrative assistance. Perform bank and account reconciliations and process monthly payroll using QuickBooks. Performance & security by Cloudflare. What Is a Tax Assistant and How to Become One - ZipRecruiter Communicate with IRS concerning updates and regulation clarification. Gathered documentation for IRS and Audit Report responses. Organized and maintained over 20,000 property-tax files into the corporate FileNet program. . You can also use customer service skills to answer phone calls and emails from clients and customers. Use this Tax Assistant job description template to save yourself time and help you attract the most qualified candidates. Start Connecting With Qualified Job Seekers. General QuickBooks information and data entry. Not everything about these jobs is different. Manage and maintenance of firms filing system. Stay on top of trends by following us on LinkedIn! Secured and managed duplicate statements, archived documents, processed stop payment requests, voided checks and requested reports for tax accountants. Tax Assistant Job Description Preparing quarterly and annual tax compliance. It acts as both an informational resource as well as an inspiring tale. Conduct research for escalated tax notices per client regarding balance dues, liens, or levies. , you can help us continue our success. Tax assistants who are able to use AI will be in high demand, as they will be able to provide a higher level of service to their clients. Good luck! Tax Assistant JOB DESCRIPTION. Si continas recibiendo este mensaje, infrmanos del problema Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Tax assistants may need to possess the following: Education: Most employers require tax assistants to have a minimum of a high school diploma or GED. Processed accounts payables as needed. Work/Life Balance. They commonly perform a wide range of tasks, including entering client information into computer systems, reviewing previous years returns, and researching tax law changes that may affect current year filings. Post a Job on Zippia and take the best from over 7 million monthly job seekers. In addition, they should consider expanding their skillset to include other financial services, such as retirement planning. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Recommended time stamp solution for all incoming mail that was administered department wide. Used all Microsoft Suite applications. For example, several resumes showed us that tax assistant responsibilities requires skills like "individual tax returns," "low-income families," "income tax returns," and "low-income clients." ); Maintain an organized filing system of paper and electronic documents; Uphold a strict level of confidentiality; Self-motivator with excellent organization skills; Competency in Microsoft applications including Word, Excel, and Outlook; Verbal and Written Communication Skills a must; Strong organizational, project management and problem-solving skills with impeccable multi-tasking abilities; Prior administrative experience necessary; Attention to detail and ability to multi-task is an asset. Your role as a Tax Assistant will consist of a wide range of duties, yet day-to-day you can expect to be involved in the following: Gathering and organising financial Experienced using JD Edwards Enterprise One software at La-Z-Boy Incorporated. Prepared Income Statements and Balance Sheets as a client service. Wenn The ideal candidate will have experience with tax preparation, strong research and writing skills, and the ability to work independently. Check our complete library of over 1000+ resume samples, The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels. Handled special projects assigned by Team Lead/NTR (Named Tax Representative). This includes knowledge of which forms to use for various situations, how to properly fill out these forms, and how to interpret the results when filing is complete. ein Mensch und keine Maschine sind. What does a Tax Assistant do? Composed and reviewed client engagement letters. Your main responsibility is to assist the Tax Assessor in identifying, assessing, and valuing properties for taxation purposes. This is because they often need to ensure they enter the correct information into the companys database. Corresponded expenses with receipts and checked numbers with costs. What does a Tax Accountant do Consulted with and prepared individual tax returns for over 325 clients. Their job is a combination of accounting support and administrative assistance.

Chestnut Houses For Rent, Articles T