What are the responsibilities and job description for the Tax Support Team Member position at Jansen & Company CPAs, PLLC?
SUMMARY DESCRIPTION
Critical member of the Tax Support Team, performing key administrative support through high-level data entry, navigating multiple complex software systems, high-volume document processing, and providing high-level client service.
TAX SUPPORT DUTIES
- High-level data entry (including proficiency with MS Excel, MS Word)
- Navigate complex software (e.g. Lacerte, SafeSend, SmartVault, SurePrep, Financial Cents)
- Assemble and process a high volume of tax returns
- Process high-volume paper/digital document submissions
- Collaborate with team members on all manner of tasks and projects
- Strong verbal and written communication
- Provide excellent and timely client support
KNOWLEDGE, SKILLS, AND ABILITIES
- Pleasant demeanor with clients/team members
- Excellent organizational skills and attention to detail
- Able to focus for long periods of time
- Effective multitasker under pressure
- Proficient with both a paper/paperless environment and workflow management concepts
- Comfortable working independently
EDUCATION AND EXPERIENCE REQUIREMENT
- Minimum of 2-4 years of office experience; tax industry experience is strongly preferred
- Proficient with MS Excel and MS Office
- Experience and familiarity with tax documents in a professional setting preferred
PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT
- Prolonged periods of standing and/or sitting during document intake and assembly
- Standard office working conditions
SCHEDULE
- Annual Schedule: Mid-April to December, appr. 30 hours/week
- Tax Season: January to Mid-April, appr. 40 hours/week including occasional Saturdays and potential overtime (tax season only)
Job Type: Full-time
Pay: $22.00 - $27.00 per hour
Experience:
- Customer service: 2 years (Required)
- High Level Data Entry: 3 years (Required)
Ability to Commute:
- Tucson, AZ 85715 (Required)
Work Location: In person
Salary : $22 - $27