- Assist in the preparation of tax returns, extensions, quarterly estimated tax payments.
- Assist with creating and requesting checks and mailing federal and state estimated tax vouchers.
- Preparation of household employer payroll taxes filings.
- Processes electronic filing of tax returns.
- Maintain tax refunds ledger.
- Gain/Loss review and comparison.
- Partnership K-1 data input and basis adjustments.
- Maintain tax database for tracking of all client deadlines and filings.
- Tax reporting system data maintenance.
- Printing, collation and mailing of tax returns to clients.
- Scanning/Organize electronic tax docs.
- Printing and mailing notices to the IRS and State agencies.
- Bachelor' s Degree or above preferred
- At least 1 year of administrative experience in a professional environment preferred.
- Excel, Word and Outlook, with the ability to learn multiple tax programs.
- Experience with ProSystem Tax or OneSource Trust Tax a plus.