Tax Preparation Assistant

Tax Preparation Assistant TaxQuotes Inc. - 3.0 Irvine, CA Job Details Full-time From $21 an hour 1 day ago Benefits Wellness program Paid holidays Health insurance 401(k) Paid time off On-the-job training 401(k) matching Professional development assistance Paid sick time Qualifications Record keeping ProSeries Phone communication English Administrative experience High school diploma or GED Bachelor's degree Client services Mail management Organizational skills Adaptability Tax preparation software Typing Clerical experience Document management Communication skills Entry level Time management Client interaction via phone calls

Full Job Description Tax Preparation Assistant Location:

Irvine, California Job Type:

Full-Time, In-Office Pay:

Starting at $21.00 per hour (non-exempt) About TaxQuotes TaxQuotes is a growing company founded by experienced tax professionals with a mission to bring greater transparency, honesty, and exceptional service to the tax industry. Our team of attorneys, tax experts, and enrolled agents is committed to providing comprehensive tax resolution and tax preparation support to our clients in a professional, efficient, and client-focused environment. Position Summary TaxQuotes is seeking a detail-oriented and dependable Tax Preparation Assistant to support the tax processing and mailroom function at our Irvine headquarters. This role is responsible for handling incoming and outgoing documents with a high level of confidentiality, accuracy, and timeliness while also assisting with tax filing support, client follow-up, and case coordination. This position is ideal for someone who is organized, adaptable, and comfortable working in a fast-paced office environment. Duties and Responsibilities Assist with mailing documents to clients and the IRS in a timely and accurate manner. Receive, sort, scan, upload, and distribute incoming mail and business correspondence. Handle IRS notices and other sensitive client documents with strict confidentiality and attention to detail. Support tax preparation processes by filing extensions for individuals and businesses during tax season. E-file tax returns using ProSeries and upload confirmation notices for accepted extensions and returns. Communicate with clients by phone and email regarding missing documents, rejected returns, status updates, and next steps. Follow up with clients on outstanding documentation and provide professional, courteous assistance. Coordinate on behalf of the Tax Preparation department to help ensure client cases are handled efficiently. Maintain accurate digital and physical records and help manage high volumes of tax files and correspondence. Provide general administrative support and perform other related duties as assigned. Qualifications High school diploma (required) Bachelor's degree (highly preferred) Prior experience in tax preparation, administrative support, mailroom operations, or a related office role (preferred) Experience using ProSeries or similar tax software (preferred) Personal income tax and/or business income tax experience (preferred) PTIN and/or CTEC License (preferred) Required Skills Strong attention to detail and accuracy. Excellent organizational and time management skills. Ability to multitask effectively and prioritize a changing workload. Strong written and verbal communication skills. Professional phone etiquette and client service skills. Ability to work independently as well as collaboratively in a team environment. Dependable, adaptable, and solution-oriented. Comfortable communicating with individuals from a variety of backgrounds. Ability to handle confidential information with discretion. Schedule Monday to Friday Day shift: 7am - 4pm PST Overtime as necessary Year-round, full-time position Compensation and Benefits Starting at $21.00 per hour Health insurance 401(k) 401(k) matching Paid time off Paid company holidays Paid sick leave Wellness program On-the-job training Work Location This is a full-time, in-office position based in Irvine, California . Additional Information TaxQuotes, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. This job description is not intended to be all-inclusive. Employees may be required to perform other related duties as assigned to meet the ongoing needs of the organization.

Disclaimer:

Employment is contingent upon successful completion of a required background check. Applicants must be eligible to work in the United States without requiring sponsorship or work authorization.

Physical Requirements:

Ability to sit for extended periods while using a computer. Frequent use of hands and fingers for typing and handling documents. Frequent talking and hearing with others (via phone/computer, in-person) Occasional standing, walking, and carrying items. Occasional lifting and carrying up to 25 lbs. Sufficient visual acuity to read computer screens and documents. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with applicable state and federal law. This position operates in a standard office environment.

Pay:

From $21.00 per hour

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance People with a criminal record are encouraged to apply

Education:

High school or equivalent (Required)

Language:

English (Required) Ability to

Commute:

Irvine, CA 92612 (Required)

Work Location:

In person