What are the responsibilities and job description for the Tax Assistant position at MCC Tax Experts?
Company Description
MCC Tax Experts is a trusted tax advisory firm located in Tempe and Surprise, Arizona, dedicated to providing accurate and dependable tax services. We specialize in helping clients uncover legal and safe deductions, ensuring they maximize their tax refunds and meet their financial obligations. Our experienced professionals are committed to delivering personalized service and up-to-date solutions tailored to each client's unique financial situation. By bringing expertise and clarity to complex tax regulations, we strive to provide clients with peace of mind when navigating the intricacies of the IRS and tax compliance.
Role Description
This is a part-time on-site role for a Tax Assistant located in the Surprise Area. The Tax Assistant will be responsible for meeting with clients, scanning in their documents, and assisting in getting client signatures for returns. They will also be assisting with tax preparation through data entry, working with tax and client management software, and supporting other tasks as needed.
- This will be a part-time position
- The role will start in December or the beginning of January doing training and set up with very flexible hours until the beginning of February. The main role will be client intake from February through April, ramping up to 30 hours a week in March and the beginning of April.
- If you are a good fit, and we are a good fit for you, there will continue to be work on an as-needed (and an as-wanted) basis through October 15th (the tax extension deadline)
- You must be willing to be in the Surprise office three days a week, starting in February through mid-April, along with one to two days a week in January and the end of April and into May.
- Bonuses will be paid out based on satisfactory completion of the tax year through April.
Qualifications
- Strong skills in understanding technology and troubleshooting when things go wrong is required
- Strong interpersonal and communication skills to interact effectively with clients
- Attention to detail and a high level of accuracy in all tasks
- Excellent organizational and time management skills
- Experience working in a tax, accounting, or financial services environment is a plus
- Study or degree in Accounting, Finance, or a related field preferred but not required
- Proficiency in using Drake and/or Tax Dome are preferred but not required
- Willingness to learn and adjust a must