Tax Preparer Assistant
About the role
Work Location: Spokane (In Office)
Job Type: Full-time
Experience: 1+ year in an administrative or client support role (Preferred)
Education: High School Diploma or Associate Degree (Required)
Supplemental pay
Supplemental Pay: Bonus eligible
Benefits
Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.
About Us
With 30 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!
Position Summary
As a Tax Preparation Assistant, you will support the Tax Preparation team by collecting necessary documents from clients and guiding them through the document submission process. This role plays a key part in maintaining communication between clients and preparers to ensure a smooth and efficient preparation workflow.
Key Responsibilities
- Collect required documentation from clients.
- Guide clients through submission processes.
- Conduct outbound follow-up calls.
- Assist with inbound departmental calls.
- Maintain accurate client records.
Qualifications
- Strong organizational skills.
- Customer service or administrative experience preferred.
- Ability to manage multiple client communications.
- Strong verbal and written communication skills.