• Assist with tracking return status and workflow progress Client & Administrative Support
• Assist with client communication regarding missing documents, signatures, or follow-up items
• Help respond to notices and correspondence from the IRS, state agencies, and other taxing authorities
• Maintain accurate and organized client tax records and digital files
• Support general office operations and administrative tasks as needed Off-Season Responsibilities During non-peak tax season periods, responsibilities may include:
• Assisting with tax notices and agency correspondence resolution
• Performing internal audits of files and procedures for accuracy and compliance
• Updating workflow checklists, templates, and office procedures
• Reviewing payroll processing and quarterly filings
• Managing document retention and digital file organization
• Helping prepare client organizers and engagement materials for the upcoming tax season
• Assisting with maintaining TaxDome workflows, templates, and client communication systems Qualifications
• Strong attention to detail and organizational skills
• Ability to identify errors and inconsistencies efficiently
• Excellent written and verbal communication skills
• Ability to manage confidential information professionally
• Prior experience in a tax, accounting, bookkeeping, or administrative office environment preferred Preferred Skills
• Familiarity with tax forms and filing requirements
• Understanding of payroll processing, 1099s, and related reporting forms
• Comfortable working in a fast-paced, deadline-driven environment
• Ability to prioritize tasks and work independently
• Proficiency with MyTaxPrep Office, TaxDome, and/or Wealthbox a plus
• Comfortable with in-person client interaction, including verifying documents at intake and supporting advisory client meetings Schedule Full-time, year-round.

Extended hours during tax season (roughly January-April) should be expected; a more standard schedule applies during the off-season. Balanced Financial Services is an equal opportunity employer.

Pay:

$17.00 - $20.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) matching Paid time off

Work Location:

In person