Tax Assistant
On-site · Merrillville, Indiana, United States
Job Summary
Tax Assistant provides administrative and clerical support to tax professionals, aiding in preparing and managing client documentation for high-net-worth individuals, families, trusts, and closely-held businesses; responsibilities include greeting clients, collecting and organizing tax documents, overseeing interns during peak season, assembling tax return packages, managing e-filing, maintaining client tax records and databases, assisting with tax extensions, drafting client correspondence, filing/scanning documents, and coordinating with other departments to support client services.
Required Qualifications
- Previous experience in tax, accounting, financial services, or administrative support preferred.
- Basic understanding of tax forms and filing requirements is a plus.
- Proficiency in Microsoft Office Suite.
- Strong attention to detail and organizational skills.
- Ability to handle confidential client information with discretion.
- Excellent communication and time-management skills.
- A proactive, service-oriented mindset and a commitment to continuous learning.
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