Tax preparer assistant Job at Essential Tax Solutions, Memphis, TN

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  • Essential Tax Solutions
  • Memphis, TN

Job Description

Full job description

Tax Preparer Assistant to the Owner

Seasonal Position

Full-Time

$12-$14 hr

Key Responsibilities:

1. Client Interaction:

  • Schedule appointments and manage the calendar.
  • Answer client inquiries via phone, email, or in person.
  • Collect and organize client documents (e.g., W-2s, 1099s, expense reports).

2. Document Management:

  • Ensure all client documents are securely stored (digital or physical).
  • Prepare files for the tax preparer, ensuring all necessary forms are included.
  • Scan, copy, and file tax-related paperwork.

3. Data Entry and Preliminary Preparation:

  • Input client data into tax preparation software.
  • Verify accuracy of information provided by clients.
  • Compile summaries or spreadsheets as needed.

4. Compliance and Record Keeping:

  • Stay updated on basic tax deadlines and requirements.
  • Ensure compliance with confidentiality regulations like GDPR or IRS Circular 230.
  • Maintain records for audit or future reference.

5. Office Administration:

  • Order supplies and maintain office equipment.
  • Keep office clean.
  • Coordinate with other preparers.

6. Client Follow-Up:

  • Ensure clients have signed and filed their returns.
  • Send reminders for outstanding documents or payments.
  • Assist with post-filing support, such as responding to IRS inquiries.

Tips for Success:

  • Stay Organized: Create a checklist for each client to track their progress.
  • Learn the Basics: Familiarize yourself with common tax forms and terms to communicate effectively.
  • Use Technology: Leverage tax software, CRM systems, and document management tools to streamline workflows.
  • Prioritize Confidentiality: Always handle sensitive information securely.
  • Anticipate Needs: Think ahead and prepare documents or resources the owner may need before they ask.

If you are interested, please text (901) 679-5794 or email [email protected] for the following steps to become a member of Essential Tax Solutions LLC.

Thank you for your Inquiry in advance.

Job Types: Full-time, Seasonal

Pay: $12.00 - $14.00 per hour

Expected hours: 30 – 40 per week

Compensation Package:

  • Hourly pay
  • Performance bonus

Work Location: In person

Job Tags

Hourly pay, Full time, Seasonal work,

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