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  • Assist with the preparation of federal, state, and local tax returns for individuals
  • Organize, review, and input client tax documents and financial information into tax preparation software.
  • Support tax professionals with workpapers, account reconciliations, and documentation requests.
  • Conduct basic tax research and summarize findings under the supervision of senior staff.
  • Help identify missing information, discrepancies, or potential issues in client-provided documents.
  • Assist with administrative tasks related to tax engagements, including scheduling, scanning, filing, tracking return status, and maintaining organized records.
  • Communicate professionally with team members and, when appropriate, assist with client follow-up requests.
  • Maintain confidentiality of client, employee, and firm/company information.
  • Perform other tax, accounting, or administrative duties as assigned.
  • Currently pursuing or recently completed a degree in Accounting, Finance, Taxation, Business Administration, or a related field.
  • Completion of introductory accounting coursework; tax coursework preferred but not required.
  • Strong attention to detail, organization, and accuracy.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • Basic proficiency with Microsoft Office, especially Excel and Word.
  • Strong written and verbal communication skills.
  • Professional attitude, willingness to learn, and ability to work both independently and as part of a team.