Tax Paraprofessional

Position Summary

We are seeking a Tax Paraprofessional whose primary responsibility will focus on recurring data entry and numbers-based tasks. This role requires strong attention to detail and a comfort level with recurring work. It involves interacting with various departments, supporting tax preparation, and assisting the tax team with critical front- and back-end processes. The Tax Paraprofessional will be key in maintaining accurate records and managing essential tax compliance activities.

Essential Functions

• Data Entry: Perform recurring data entry tasks associated with tax compliance, including preparing and organizing tax forms, documents, and spreadsheets.
• Document Management: Maintain and organize client documents, ensuring files are accurate, up-to-date, and ready for team access.
• Compliance Support: Assist in the preparation of basic tax returns by gathering required information from clients and ensuring it is correctly entered into the system.
• Review & Filing: Support the filing of tax returns by reviewing for completeness, ensuring compliance with regulations, and handling any follow-up correspondence.
• Client Interaction: Interact with clients as needed to request missing information and respond to queries about basic tax matters.
• Recurring Reporting: Assist in producing recurring reports and summaries for senior tax professionals.
• Coordination: Work closely with other members of the tax department to ensure that deadlines are met and that projects are on track.
• Assistance with Audits: Provide support to senior tax professionals during audits by managing data requests and assembling necessary documentation.

Required Skills & Qualifications

• Attention to Detail: Must have a strong eye for detail to ensure data entry is accurate and that tax forms are correctly completed.
• Comfort with Numbers: Willingness to spend the majority of the day working with numbers and spreadsheets.
• Time Management: Ability to handle multiple recurring tasks and manage time effectively.
• Basic Knowledge of Tax Forms: Familiarity with basic tax forms and financial documents is preferred but not required. We will provide full training for the role.
• Software Proficiency: Experience with data entry systems, Microsoft applications, and Adobe PDF. Training on tax software (such as CCH ProSystems) will be provided.
• Communication Skills: Able to communicate clearly and professionally with both internal team members and clients when needed.

Work Environment

• Hybrid work environment, with an in office requirement of 3 days per week.
• Occasional overtime during busy tax periods.
• Interaction with multiple departments, including tax staff and the billing department.

Compensation & Benefits

This is a full-time position with competitive benefits, including health insurance, retirement plans, and opportunities for professional development. Salary will be commensurate with experience