Job Description
Job Description
Job Description
We are seeking a Tax Professional who can support tax preparation, client administration, and basic marketing/design tasks. This role is ideal for someone who is organized, tech-savvy, and comfortable wearing multiple hats.
Core Responsibilities
Tax Responsibilities (PRIMARY)
- Prepare individual and small business tax returns (1040, Schedule C, LLC, S-Corp)
- Organize and review client tax documents
- Communicate with clients regarding missing information.
Administrative Support
- Manage client emails and follow-ups
- Schedule appointments and organize files
- Maintain client records in CRM / Google Drive
- Assist with onboarding and document requests
Marketing & Design Support (Canva)
- Design flyers using Canva
- Maintain consistent branding across visuals
- Support basic content preparation and scheduling
Requirements
- Tax preparation experience (2+ year preferred)
- PTIN required (or willing to obtain)
- Comfortable with IRS compliance & deadlines
- Experience with Canva (basic–intermediate)
- Organized, detail-oriented, and reliable
- Comfortable working independently