What are the responsibilities and job description for the Seasonal Tax Preparation Assistant position at SmartFile Tax Partners?
Seasonal Tax Preparation Assistant
Company: SmartFile Tax Partners
Location: Wichita Falls, TX — On-site
Job Type: Seasonal, Part-time
Pay: $18.00–$22.00 per hour, based on experience
Schedule: Monday–Friday, 9:00 AM–1:00 PM Central Time
Hours: Approximately 20 hours per week
Expected Start Date: January 4, 2027
Expected Duration: Through mid-April 2027, with possible extension based on business needs.
About SmartFile Tax Partners
SmartFile Tax Partners, a division of SmartFile Brands, provides tax preparation, bookkeeping, payroll, and business services to individuals and small businesses.
We are seeking a detail-oriented and dependable Seasonal Tax Preparation Assistant to support our Wichita Falls office during the 2027 tax filing season.
This position is ideal for someone with tax preparation experience who enjoys working with financial documents, maintaining accurate records, and helping clients complete their tax filing requirements.
The successful candidate will work under management supervision and assist with preparing individual income tax returns.
Key Responsibilities
Tax Preparation Support
- Review and organize client tax documents, including W-2s, 1099s, and other supporting records.
- Enter taxpayer information into Drake Tax software.
- Assist with preparing federal and state individual income tax returns.
- Identify missing documents and potential inconsistencies.
- Prepare completed returns for management review.
- Make corrections as directed by the reviewing tax professional.
- Maintain accurate records of preparation progress.
Client Documentation
- Review client intake questionnaires for completeness.
- Prepare missing-information requests.
- Maintain organized digital tax files.
- Document outstanding issues and communicate them to management.
- Protect confidential taxpayer information.
Tax Office Operations
- Follow established tax preparation procedures.
- Meet assigned preparation deadlines.
- Maintain accurate case notes.
- Support quality-control procedures.
- Assist with additional tax-season administrative tasks as needed.
Required Qualifications
- Previous experience preparing or assisting with individual income tax returns.
- Familiarity with common tax documents, including W-2s and 1099s.
- Strong attention to detail and organizational skills.
- Ability to maintain strict client confidentiality.
- Comfortable working with computers and tax preparation software.
- Ability to follow instructions and work independently.
- Reliable availability during scheduled office hours.
- A valid IRS Preparer Tax Identification Number (PTIN), or ability to obtain one before performing paid tax preparation duties that require it.
Preferred Qualifications
- Experience using Drake Tax software.
- Experience preparing Form 1040 returns.
- Familiarity with Schedule C and self-employment income.
- Experience with Texas and Oklahoma tax clients, including applicable Oklahoma state returns.
- Prior experience working in a professional tax preparation office.
Compensation and Schedule
- $18–$22 per hour, depending on qualifications and experience.
- Approximately 20 hours per week.
- Monday through Friday, 9 AM–1 PM.
- On-site in Wichita Falls, Texas.
- Seasonal employment with possible extension based on business needs.
Additional hours may be available during peak filing periods but are not guaranteed.
How to Apply
Please submit your resume through Indeed.
Applicants selected for consideration will complete an initial phone screening, an interview, and a brief tax preparation skills assessment using fictional taxpayer information.
SmartFile Tax Partners is an equal opportunity employer.
Pay: $18.00 - $22.00 per hour
Work Location: In person
Salary : $18 - $22