Summary:
We are seeking a detail-oriented and reliable Tax Assistant to support our tax preparation process by assisting with the accurate completion of IRS Form 1040 for individuals. The ideal candidate will have a basic to intermediate understanding of U.S. individual income tax regulations, excellent organizational skills, excellent communication skills and the ability to handle sensitive financial information with confidentiality and accuracy.
Key Responsibilities:
- Assist in the preparation and accurate completion of IRS Form 1040 and related schedules
- Review client financial documents including W-2s, 1099s, interest/dividend statements, and deduction documentation
- Ensure compliance with IRS regulations and filing requirements
- Organize and maintain tax records and documentation
- Communicate with clients to gather missing information or clarify discrepancies
- Support tax professionals during the busy season and filing deadlines
- Stay updated on basic IRS tax law changes relevant to individual tax returns
Requirements:
- Prior experience in tax preparation or administrative work in a finance setting is a plus
- Familiarity with IRS Form 1040 and its associated schedules
- Proficiency with tax preparation software
- Basic knowledge of income, deductions, credits, and tax brackets
- Strong attention to detail and accuracy
- Excellent organizational and communication skills
- Ability to handle confidential information responsibly
- Should have CTEC and PTIN Certifications
Benefits:
- Gym Facility
- Medical Insurance
- Paid Leave
- Provident Fund + EOBI
- Training Programs
- Market Competitive Salary + Lucrative Bonus
- Transportation Allowance
- Career Path