US Tax Assistant Virtual Staff

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Requirements:

• Proven experience as a tax assistant or in a similar role.
• Strong understanding of U.S. tax regulations (state and federal tax laws) and IRS e-filing processes.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with tax software (e.g., TurboTax, Drake Tax, QuickBooks).
• Strong attention to detail and analytical thinking skills.
• Excellent written and verbal communication skills.
• Strong time management skills, especially during peak tax seasons.
• Ability to handle sensitive information with discretion.
• Familiarity with tax regulations for small businesses and individuals.

Responsibilities:

• Assist in preparing and filing individual and business tax returns, ensuring accuracy and compliance with tax laws.
• Serve as the main point of contact for clients, gathering information and addressing inquiries about tax processes.
• Conduct research on tax regulations and compliance issues to keep updated on tax laws and guidelines.
• Organize and maintain client files and tax documents in a secure, cloud-based system.
• Assist in developing tax strategies to minimize liabilities and optimize client tax positions.
• Support clients during tax audits with necessary documentation and information.
• Handle administrative tasks such as scheduling, email correspondence, and organizing files.