Experienced U.S Tax Specialist Virtual Assistant

I am looking for a skilled and dedicated Tax Specialist Virtual Assistant to provide comprehensive administrative support to our tax preparation team. As a Tax Specialist Virtual Assistant, you will work closely with a tax professional, assisting with various tasks to ensure efficient operations and timely completion of tax-related activities. This is a remote position, allowing you to work from the comfort of your own home.

Requirements:

PROVEN US TAX EXPERIANCE

FAMILIARITY WITH TAX PREPERATION, TAX SOFTWARE, SCHEDULING SYSTEMS, JOTFORM, GOOGLE DRIVE, ETC

GREAT VERBAL AND WRITTEN ENGLISH COMMUNICATION SKILLS

TRUST WORTHY WITH SENSATIVE CLIENT INFORMATION

HIGH LEVEL OF PROFESSIONALISM, INTEGREITY, AND RELIABILITY

Responsibilities:

Assist the tax preparer in managing their schedule, appointments, and deadlines, ensuring all tasks are completed on time.

Organize and maintain client files, ensuring the accuracy and confidentiality of sensitive tax information.

Communicate with clients via email, phone, or virtual platforms to collect necessary tax documents and answer basic tax-related questions.

Prepare and review tax forms and documents, such as W-2s, 1099s, and other relevant tax forms, for accuracy and completeness.

Conduct research on tax laws, regulations, and updates to stay informed about changes that may impact our clients.

Assist in preparing tax returns, including data entry, calculations, and organizing supporting documentation.

Collaborate with the tax preparer to ensure timely filing of tax returns and proper handling of any tax-related issues.

Maintain effective communication with internal team members and external stakeholders, such as clients, tax agencies, and financial institutions.

To apply for this position, please submit your resume and a cover letter outlining your relevant experience and why you are interested in working in the tax preparation field. Please include your salary expectations and availability for an interview. SERIOUS APPLICANTS ONLY! You will be required to showcase your knowledge of all of the requirements above during your interview.