Tax & Finance Assistant

Tax & Finance Assistant

Stable firm has an exciting opportunity for a Tax & Finance Assistant with previous experience in bookkeeping, accounting and financial services. The Tax & Finance Assistant will be responsible for 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.

To be successful in this role, the Tax & Finance Assistant must have in-depth knowledge of tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.

What you get to do everyday

• 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.