Real Accounting Tax Preparer Position
Are you interested in being part of a rapidly growing company who will have a national presence in the next 5 years? Can you effectively communicate with a team and tax clients? Do you love making things work efficiently? Do you often feel unchallenged by the work you're being asked to do?
IF SO, PLEASE KEEP READING!
Real Accounting focuses on creative financial solutions for Realtors, Independent Contractors and Small Businesses. Their proven process and creative tax strategies often create a 10% raise for their clients. The bookkeeping/accounting department ensures each strategy is executed flawlessly in compliance with current tax laws. As the executive assistant for our tax department you will play a critical role making sure each client receives the quality of care they deserve.
Real Accounting is actively looking for an Executive Assistant
APPLICANTS WITH COVER LETTERS ARE PRIORITIZED.
If you are interested and experienced, we would love to hear from you!
Required Experience Non negotiables
- Previous experience working in a tax or accounting firm
-Familiarity with common tax forms and tax season workflows and deadlines
- Understanding of tax-related terminology and client communications
Skills & Attributes
Strong understanding of tax workflows
Excellent written communication skills
Highly organized and deadline-driven
Resourceful and able to work independently
Customer service experience
Ability to multitask in a fast-paced environment
Attention to detail
Time management
Ability to work under pressure during tax season
Key Responsibilities
1. Client communication & Status Updates
- Serve as the primary communication point for tax clients by managing email and phone/text communications with clients
- Provide accurate and timely updates on Return preparation status, missing outstanding documents, e-file submission and acceptance confirmations
- Ensure email follow ups are sent to clients as outlined in tax workflow.
- Communicate confidently using tax-specific terminology with little coaching
- Send out onboarding documents/emails as necessary
- Assist with intercompany communication between tax department and other departments within the company.
2. Scheduling and Administrative Support
- Assist clients with scheduling tax meetings as needed
- Sending out tax questionnaire and helping clients with accessing intuit link when necessary
- Sending out 8821, 2553, and 2848 for signature and uploading to IRS for processing
- Assist in communication with the IRS, State and local Department of revenues
- Confirming Signature of Engagement Letter prior to meetings
- Support tax department projects and seasonal initiatives
- Assist with process improvements as assigned
3. Pipeline & Tracker
- Maintain and update the tax client tracker and pipeline
- Track Return stages, document receipt and filing progress
- Communicate with Tax Department Manager to identify delays and proactively escalate issues
4. Return Processing & File Management
- Ensure tax returns are properly uploaded to client folders after e-file
- Confirm IRS/state acceptance and document completion internally
- Maintain synchronization of client files in proconnect and workdrive
- Upload documents to client portals
- Complete extensions for current tax clients prior to deadline
Pay and Details
$20-$25/hr DOE
Life Insurance - EP
Long Term Disability Insurance - EP
Short Term Disability Insurance - EP
PTO
Sick Time
Flexible, Work From Home, Schedule
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 32.5 – 40 per week
Benefits:
- Flexible schedule
- Life insurance
- Paid time off
Work Location: Remote
