Review Client Provided Documents.
Enter Client Provided Data into the tax software.
Review prior years data information for consistency and/or missing information.
Organize and maintain files, paper and digital, to support data accuracy.
Maintain a high level of accuracy and attention to detail.
Always maintain a high level of confidentiality and security of data.
Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
Education & Experience
1-5 years of Experience in the personal tax field is preferred.
Experience with Drake Tax Software is a plus.
Ability to work and deliver quality products under tight tax deadlines.
Proficient in Microsoft Word and Excel.