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:
Required Skills & Qualifications:
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