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LC Staffing

Admin Assistant / Tax Preparer Support

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Job Description

Admin Assistant / Tax Preparer Support Bozeman, MT A well-established local accounting firm provides personalized tax and financial services to individuals and businesses throughout the Gallatin Valley is seeking an Admin Assistant/Tax Preparer Support person. Known for its professional, approachable service, the firm takes pride in building lasting client relationships and providing dependable, accurate guidance. The team offers a collaborative work environment where attention to detail, integrity, and excellent customer service are highly valued. This support-focused role helps collect, organize, review, and enter client information and documents for tax preparation. The ideal candidate has a basic understanding of taxes, strong attention to detail, and an interest in learning more about tax preparation.
Starting Wage:
$20 to $25/hour depending on experience
Schedule:
Full-time, Monday through
Friday Essential Functions and Duties:
Collect, organize, and review client tax documents and financial information for completeness Enter client information accurately into tax software and assist with tax return preparation Communicate with clients to obtain missing information or documentation Maintain accurate, organized, and confidential client files, including electronic records Answer phones, greet clients, schedule appointments, and assist with client communications Provide general administrative and office support, including scanning, filing, correspondence, and other tasks as needed
Qualifications:
Basic understanding of individual and/or business taxes and familiarity with common tax forms and documents Previous office, administrative, accounting, or tax-related experience preferred Strong attention to detail, accuracy, and comfort working with numbers and financial information Strong computer and data-entry skills; experience with tax software or QuickBooks is a plus Excellent organizational, time-management, and professional communication skills Dependable, responsible, and willing to learn while handling confidential information with discretion Get in touch! Call 406-270-0583 to reach Amy, your career coach, in our Kalispell LC Staffing Office. 42186
Work Location:
In person