What are the responsibilities and job description for the Tax Assistant position at Greenlight Financial LLC?
Job Description
Job Description
This position on-premise; only local candidates will be considered.
Job Summary :
The Tax Assistant will report directly to the Tax Director, be responsible for reviewing tax returns for accuracy, contacting clients to obtain information and assist in any and all tasks assigned.
Duties / Responsibilities :
Supports the Tax Director in :
Perform tax assistant duties to the tax department.
Reviewing tax returns for accuracy
Communicating with clients to gather information to prepare taxes.
Maintains and updates customer files, including name or address changes, mergers and / or mailing attentions.
Schedule and organize tax works and assignments for Tax Director
Creates reports regarding the current status of tax returns as requested.
Organize and manage all tax reports, statements and documents relating to clients.
Collaborates directly with Tax Director on any work necessary to complete tax returns.
Relays changes of information to appropriate employees.
Performs other related duties as assigned.
Required Skills / Abilities :
- Proficient in QuickBooks Desktop.
- Proficient in Microsoft Excel
- Ability to work independently and in a fast-paced environment.
- Ability to anticipate work needs and interact professionally with clients.
- Ability to maintain confidential and meticulous records.
- Excellent organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Must be reliable and extremely trustworthy.