- Contact prospective clients and generate current business opportunities.
- Follow up with leads and schedule client consultations.
- Collect required tax documents from clients.
- Review documents for accuracy and completeness.
- Maintain and organize client records securely.
- Prepare Federal and State tax returns (Individual and Business).
- Enter tax information accurately into tax software.
- Perform a preliminary review of tax returns before submitting for final review.
- Coordinate with Senior Tax Associates/Managers to resolve review comments.
- Explain draft tax returns, tax liabilities, refunds, and filing positions to clients.
- Obtain client approval and required e-file authorization forms.
- Respond to client queries professionally via phone, email, and virtual meetings.
- Follow up with clients for missing documents and pending approvals.
- Assist clients with IRS and State tax notices when required.
- Ensure timely completion of tax returns and compliance with filing deadlines.
- Maintain confidentiality of client information and comply with company policies.
- Stay updated with current Federal and State tax laws and IRS regulations.
- Provide excellent customer service and build long-term client relationships.
Key Skills
- Client Acquisition & Relationship Management
- Tax Return Preparation
- Document Collection & Verification
- Draft Review & Quality Checks
- Client Communication & Return Explanation
- Tax Software (Drake or similar)
- Microsoft Excel & Word
- Time Management
- Attention to Detail
- Problem Solving
- Team Collaboration
- Professional Communication