A Tax Preparer prepares tax returns for individuals or small businesses, with certification as required by the Internal Revenue Service. Provides knowledge and experience with tax law, accounting and software.
Tax Preparer Allies Tax Services - 3.0 Irvine, CA Job Details Full-time $20 - $22 an hour 17 hours ago Qualifications Customer communication Confidential information handling Interpersonal skills Administrative experience Transcription Attention to detail Data entry Full Job Description At Allies Tax, we don't just provide Tax services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the Tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
ABOUT THE ROLE
The Tax Preparation Assistant will assist tax professionals by organizing and recording incoming correspondence, handling Power of Attorney (POAs), and ensuring comprehensive documentation is forwarded to the tax professionals. Additionally, the Administrative Assistant will play a pivotal role in maintaining organized records, coordinating meetings, and facilitating efficient communication within the team.
WHAT YOU'LL DO
Maintain confidentiality of highly sensitive tax information. Process Power of Attorney (POA) requests efficiently and accurately. Transcribe important information from various sources to maintain comprehensive records. Draft and manage deadlines to ensure timely completion of tasks. Receive and manage correspondence from various departments related to clients, IRS, and state agencies. Initiate communication with clients via SMS to obtain necessary signatures for documents. Answer phones and route calls to the correct tax professional. Listen to tax professional voicemails, assign them to designated tax professionals, and update CRM with important notes. Collaborate with tax professionals to enhance communication strategies, adapting to individual preferences. File and retrieve client records, documents, and reports efficiently. Handle third-party transfer requests received via Slack, ensuring attention to detail in preparing recall request forms for mailing. Demonstrate adaptability in working with two different CRMs (Logics and Salesforce). Schedule meetings and/or conference calls to facilitate effective team communication. Other duties and responsibilities as assigned.
WHAT YOU'LL NEED TO HAVE
At least 1-2 years of experience providing administrative or operational support to a team of tax preparers. CTEC license or in the process of obtaining. Ability to flexibly approach tasks and adapt to evolving work requirements. Demonstrates attention to detail, ensuring accuracy in all aspects of the role. Effective verbal and written communication skills to interact with tax professionals and team members. Proactively identifies and addresses requirements, anticipating the needs of the tax professionals. Maintains a high level of professionalism in handling sensitive information, interacting and collaborating with team members. We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; we consider all qualified candidates.
