Senior Tax Associate
Ash & Harris Executive Search
Tax Coordinator
SingerLewak LLP
full-time
Posted on:
Location Type: Hybrid
Location: Woodland Hills • California • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $38 per hour
Job Level
Mid-LevelSenior
About the role
- Tracks progress of tax returns from start to finish
- Downloads tax documents from portal and distributes to assigned tax staff
- Manages clients’ paper documents, including safeguarding of information and delegating to administrative assistants or tax interns for scanning
- Assembles and sends finalized tax returns to clients electronically or via mail
- Preparation of engagement letters, Power of Attorney, Manage electronic signatures, and Clients’ intake forms
- Projects coordination, workflow control, manage documents retention utilizing firm designated document management system.
- Manage billing and collection
- Assist with time and expense entry
Requirements
- Community college or undergraduate degree (or equivalent)
- Experience in TAX Dept of CPA firm
- Typing skills of 50+ WPM
- Proficient in Microsoft Office Tools (WORD, EXCEL, Outlook)
- Mandatory paid overtime work from January to April; and other key Tax Deadline periods in July, September, October - may be in excess of 45 hours per week.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return preparationdocument managementbilling and collectiontime and expense entrytyping skills 50+ WPM
Soft skills
project coordinationworkflow controlinformation safeguardingdelegation
Certifications
undergraduate degreecommunity college degree
