Tax Prep Admin Job at myTOD, Los Angeles, CA

ZW9lRFpuVVpuV25tS052bXdqUUpkcGFHQXc9PQ==
  • myTOD
  • Los Angeles, CA

Job Description

Position: Full-Time Tax Preparation Admin

Schedule: Full-Time (M-F)

Location: Woodland Hills or Irvine

Job Description

Our Tax Preparation Admin will work very closely with our clients and Tax Preparers, fulfilling a preliminary step toward compliance, within the full scope of our personal and business tax services. Important duties will mostly entail communicating with clients, gather documentation, calling the IRS and States for transcripts, mailing out tax returns and other documents, maintaining client’s data and records, communicating internally with other departments.

This will be done by entering such data into CRM software, compiling reports, gathering documents, and identifying discrepancies for potential errors in basic tax filing requirements.

Responsibilities will primarily include, but may not be limited to:

  • Documenting & recording tax filing information
  • Calling and communicating with clients via email, SMS and mail
  • Putting together document requests for clients
  • Reviewing IRS transcripts (Wage and Income / Account Transcripts)
  • Support the Tax Preparers in requesting additional data
  • Tracking account status

Required Skills & Qualifications:

  • Data entry & precision (advanced)
  • Efficient speed and time-management
  • Exceptional organizational skills
  • Exceptional communication skills
  • Knowledge of the Tax Industry/Resolution
  • Knowledge in Outlook, Word, Excel, Salesforce (preferred but not required)

Job Tags

Full time,

Similar Jobs

Legacy Health

OB GYN Hospitalist Job at Legacy Health

 .../GYN Hospitalist position will be primarily located at the joint site Legacy Emanuel Medical Center (LEMC) and Randall Childrens Hospital (RCH) in Portland, Oregon. Additional opportunities for coverage at other sites within the Legacy system (either coverage or additional... 

Medical Services of America

Nurse Practitioner Hospice Part-Time/PRN Job at Medical Services of America

 ...end of life patients. Performs face-to-face encounters with the patient to determine continued eligibility for hospice care prior to the 180th day of care for re-certification, and each subsequent re-certification period. Documents, in detail, clinical findings as... 

Denali Water Solutions LLC

Class A CDL Route Driver - Req. ID: 3214 Job at Denali Water Solutions LLC

 ...bins and equipment. Maintenance of basic truck equipment and overall cleanliness of...  ...Utilize the electronic logging system for DOT driver logs and as otherwise required....  ...needed. Minimum Qualifications: Class A CDL License (self-certified as a Non-Excepted... 

The Perkins School

Elementary French or Spanish Language Teacher Job at The Perkins School

 ...French or Spanish Language Teacher The Perkins School is seeking a part-time Foreign Language Teacher to join our teaching team....  ...best-practices for supporting language acquisition, and enjoys working in a small and collaborative elementary school setting. About... 

LHH

Real Estate Title & Survey Analyst Job at LHH

 ...We are seeking a Real Estate Title and Survey Analyst to join our growing commercial real estate and housing practice in Jacksonville, FL. This critical role supports our legal team by reviewing and analyzing title commitments, surveys, and related documents for commercial...