Tax & Finance Assistant

About the role

Stable firm has an exciting opportunity for a Tax & Finance Assistant with previous experience in bookkeeping, accounting, and financial services. The role involves preparing quarterly and annual tax provisions, creating and implementing strategic tax planning, preparing and filing accurate and timely tax returns, assisting with bookkeeping and payroll activities, providing administrative support, and preparing financial reports.

Responsibilities

• Support tax professionals throughout the tax preparation process by performing a variety of administrative duties.
• Communicate with clients via phone and email to request tax documents, answer general questions, and provide status updates.
• Organize, scan, upload, and maintain client tax files and supporting documentation.
• Schedule client appointments and assist with managing calendars during busy tax seasons.
• Review incoming documents for completeness and follow up with clients regarding missing information.
• Prepare engagement letters, client correspondence, and other administrative documents.
• Enter and update client information within tax preparation software and internal databases.
• Maintain accurate records while ensuring confidentiality of sensitive financial information.
• Assist with general office and finance-related administrative projects as needed.
• Provide exceptional customer service while building positive client relationships.
• Prepare quarterly and annual tax provisions and implement strategic tax planning.
• Prepare and file accurate and timely tax returns.
• Assist with bookkeeping and payroll activities.
• Prepare financial reports.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration.
• 2+ years of large/medium Public and/or Corporate background.
• In-depth knowledge of tax laws and regulations.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficient in Microsoft Office Suite (Excel).
• Experience with provision calculations is a plus.
• ProSeries experience preferred.

Benefits

• Medical, vision, dental, and life and disability insurance for contract/temporary professionals.
• Eligibility to enroll in the company 401(k) plan for hired contract/temporary professionals.
• Access to top jobs, competitive compensation, and free online training.

All applicants must be legally authorized to work in the United States.