Tax Preparer Assistant - San Diego

Only for registered members San Diego, United States

2 weeks ago

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Job summary

This is a great opportunity for someone who wants to expand their knowledge and grow to become a tax accountant.



Responsibilities

  • Be the Client Service Representative for assigned clients
  • ,
  • Assist the Tax Preparer on sending and requesting tax documents
  • , ,Send clients their tax Organizer, Engagement Agreement and other forms
  • ,Assist the clients with reviewing and signing their tax return, making tax payments and setting up IRS accounts
  • ,Fill documents with the Secretary of State
  • ,Assist the Tax Preparer with data entry on tax returns
  • ,Prepare annual financial statements for clients,
  • Assist Tax Preparers on Tax Resolution projects.

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