Job Description
Job Description
We are looking for a proactive and detail-oriented Tax Preparation & Resolution Assistant to join our growing startup. This is a part-time role with the potential to expand as our business continues to grow. The ideal candidate will have a strong interest in tax resolution, excellent organizational skills, and the flexibility to take on a variety of tasks.
Responsibilities :
- Assist with preparing and reviewing individual and business tax returns
- Support tax resolution cases by gathering documents, organizing client data, and tracking case progress
- Perform accurate data entry in Excel, tax software, and client portals
- Upload and manage forms within the IRS portal
- Use IRS-approved software to pull and analyze transcripts
- Conduct light research to support tax resolution strategies and compliance needs
- Greet and communicate clearly with clients, maintaining professionalism and confidentiality
- rovide general administrative and office support as needed
Qualifications :
Active PTIN required (or willingness to obtain before hire)Strong data entry and organizational skillsProficiency in Excel and ability to learn new systems quicklyExcellent communication skills, both written and verbalDetail-oriented with the ability to handle sensitive financial information responsiblyInterest in developing expertise in tax resolutionPrior experience in tax preparation, administrative support, or customer service is preferred but not requiredWhy Join Us :
Grow alongside a startup with established clients and contractsGain hands-on experience in both tax preparation and resolutionFlexible part-time schedule with room for growth into a larger roleCollaborative and supportive team culture where your contributions make a direct impactJob Types : Part-time, Temporary
Benefits :
Flexible scheduleLicense reimbursementOn-the-job trainingVolunteer time offExperience :
Tax : 3 years (Required)License / Certification :
PTIN (Required)