Tax Staff Assistant

As a Tax Staff Assistant, you will work in a collaborative environment and work on diverse projects. In this role youwill provide support to multiple teams. We pride ourselves on exemplary client service.

Position Type: Full Time; In office  

Location: San Antonio

‍Qualifications:

• Highschool diploma/GED equivalent, some college desired

• 1-year recent, relevant experience in an administrative role, preferred

• Notary Public, preferred

• Proficient in MS Office, ability to learn new software

• Excellent verbal and written communication skills

• Excellent interpersonal and customer service skills

• Excellent organizational skills and attention to detail

• Basic understanding of clerical procedures and systems (recordkeeping, filing)

• Ability to lift/move 15 pounds

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Responsibilities:

• Scan, Autoflow 1040s/1041s & business returns

• Client communication, sending returns

• Assist teams with projects

• New client set-up

• Create and submit consent forms

• Manage address/name/email changes

• Other duties as needed and assigned

Expectations:

• A high level of attention to detail

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