Overview
Virtual CPA firm is seeking a Tax Assistant to help our growing firm. This is a remote position for someone interested in learning about the tax industry. We would prefer someone who lives near Boulder, CO, although other arrangements can be made for someone not in the direct area.
The position is administrative but can grow into a tax preparation role if desired. You will be working with our office manager on client administrative tasks such as onboarding, client document gathering, and processing. You will be covering for her while she is on maternity leave. As your skills grow, you will assist the owner and our staff in the initial preparation of individual income tax returns and IRS/State notice resolution research.
We are looking for someone who has excellent attention to detail, great interpersonal skills, and someone who wants to learn new skills. The tax industry, and this position, offer a lot of opportunities and advancement to someone who wants to learn.
We offer a good learning environment, competitive compensation, paid time off, paid holidays, and a 401k with a company match. We successfully manage our workload year-round so there are no weekends and we keep seasonality to a minimum.
Duties
Client Support
- Answering phone calls and emails from clients
- Assist in scheduling work and making sure projects are on track. Managing workflow in our client management system, Taxdome, sending reminders and follow-ups to clients.
- Processing client documents through Gruntworx and Adobe to prepare for launching tax preparation jobs to our work queues.
- Reviewing client submissions for missing documents or information needed to process a tax return.
- Sending e-file forms and completed returns to clients via our portal.
- Assisting with onboarding new clients
Tax Services
- Assist staff and owner in basic entry and workpaper preparation for individual income tax returns
- Basic research into notices received from the IRS and state agencies
Skills
- Exceptional attention to detail
- Great client contact skills
- Very comfortable with technology, software, etc.
- Team player
- Wants to learn and grow
- Be able to work remotely, about 15-25 hours per week, Monday-Friday (with some limited flexibility for work on the weekend or evening hours).
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 15 – 25 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Opportunities for advancement
- Paid time off
- Retirement plan
- Work from home
Schedule:
Work Location: Remote
