*JOB SUMMARY*
The Tax Assistant supports and assists in all aspects of the client experience.
This individual collects information and documentation from clients; uploads and saves documentation; data enters information into tax software; and communicates with clients, internal associates, and third parties.
This role works closely with the company president and manager to provide a first-rate experience for all clients.
As a Tax Assistant with Falcon Wealth Tax Services you will be part of a growing firm.
Your experience is a vital part of our success, and we will provide you with all the training and resources you need.
You may also qualify for advancement to other positions depending on your credentials.
*JOB DUTIES*
* Data entry of client information into tax software (mainly Lacerte)
* Collect tax documents internally and from clients
* Scan and save documents
* Communicate with clients, internal associates, and external professionals to gather information or research and resolve issues
* Support day-to-day operations with organizational, administrative, and general office duties
* Create invoices
* Assist with other projects as needed
*REQUIRED EXPERIENCE/QUALIFICATIONS*
* Ability to communicate with clients and associates in a clear and concise manner
* Familiarity with general office software (Microsoft Office Suite)
* Ability to organize and prioritize work to meet deadlines
* Strong attention to detail & accuracy, and commitment to quality
* Flexibility to change priorities and support other associates
*PREFERRED EXPERIENCE/QUALIFICATIONS*
* Lacerte tax software experience
* Relevant educational or professional experience (tax, accounting, or business administration)
*ABOUT FALCON WEALTH TAX SERVICES*
Falcon Wealth Tax Services is a Southern California CPA firm that offers a wide range of tax and accounting services.
With over 25 years of public accounting experience, our president, Pete Gautreau, has served in national and local CPA firms throughout his career and is currently leading out efforts to integrate tax and retirement strategies for high net worth individuals and small business owners.
Experience:
* Office Administration: 1 year (Preferred)
* Lacerte: 1 year (Preferred)
Job Type: Part-time
Pay: $17.
00 - $18.
00 per hour
Schedule:
* Monday to Friday
Work Location: In person
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