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)

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