About the Role:

The Associate Tax Preparer supports the Tax Preparation team by assisting the Senior Tax Preparer, organizing and managing client information, and communicating with clients to obtain missing tax documents and details through a secure client portal. Reporting directly to the Director of Compliance, this role helps ensure tax preparation workflows remain organized, client files are complete, and deadlines are met.

This position is an opportunity for a detail-oriented, technology-savvy professional who is eager to learn and develop expertise in tax preparation, real estate tax strategies, and their implementation. The ideal candidate is proactive, organized, and comfortable working with confidential financial information while learning new industry-specific software and procedures. Strong follow-through, accurate documentation, and professional client communication are essential to success.

Key Responsibilities:

• Assist the Senior Tax Preparer with tax preparation activities, document organization, and administrative tasks.
• Collect, organize, review, and maintain client tax information to ensure files are complete and accurate.
• Communicate with clients through the secure portal to request missing documents, clarify information, and follow up on outstanding items.
• Track outstanding client information requests and monitor progress to help ensure tax preparation deadlines are met.
• Review submitted documents for completeness, consistency, and potential discrepancies, escalating questions or concerns to the appropriate team member.
• Maintain organized and up-to-date digital client records while following confidentiality and data security procedures.
• Learn and apply tax preparation processes, compliance requirements, and internal workflows under the guidance of senior team members.
• Develop knowledge of real estate tax strategies and their implementation through training, research, and hands-on support.
• Learn and use tax preparation software, secure client portals, and other industry-specific tools to manage information efficiently.
• Expect to spend approximately 0–25% of the shift on the phone, with most client communication handled through the secure portal and other written channels.

Qualifications & Skills:

Important Skills:

• Strong attention to detail when reviewing tax documents, managing client information, and maintaining accurate records.
• Excellent organizational skills and the ability to track multiple client files, document requests, and deadlines.
• Clear written and verbal communication skills for requesting missing information and communicating professionally with clients.
• Strong reading comprehension and the ability to follow instructions, procedures, and established tax preparation workflows.
• Basic proficiency with computers, digital document management, and office productivity tools.
• Ability to learn tax preparation software, secure client portals, and other industry-specific applications quickly.
• Willingness to develop knowledge of tax preparation, real estate tax strategies, and tax-related compliance processes.
• Strong time management and follow-up skills to keep client files moving through the preparation process.
• Ability to handle sensitive financial and personal information with discretion and confidentiality.
• A collaborative approach to working with the Senior Tax Preparer and the broader compliance team.

Ideal Personality & Mindset:

• Detail-oriented: Carefully reviews information, notices inconsistencies, and understands the importance of accuracy in tax-related work.
• Eager to learn: Approaches new concepts, software, and procedures with curiosity and a willingness to develop professionally.
• Organized and methodical: Maintains clear records, follows established processes, and keeps track of outstanding information and deadlines.
• Proactive and dependable: Takes initiative, follows up consistently, and completes assigned tasks without requiring constant reminders.
• Client-focused: Communicates professionally and respectfully while helping clients understand what information is needed.
• Accountable: Takes ownership of assigned responsibilities and promptly raises questions when information is unclear or incomplete.
• Adaptable and tech-savvy: Learns new systems quickly and embraces technology to improve efficiency and accuracy.
• Collaborative: Works well with the Senior Tax Preparer and other team members, accepts feedback, and applies guidance effectively.
• Discreet and trustworthy: Handles confidential client information responsibly and follows secure information-handling practices.
• Patient and persistent: Follows through on missing documents and information requests while maintaining a professional client experience.

Tools & Technologies:

• Tax preparation software
• Secure client portals for document collection and communication
• Digital document storage and management systems
• Spreadsheets and office productivity applications
• Email and calendar platforms
• Industry-specific tax and compliance software

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment:

• Working days: Monday–Friday
• Working hours: 9:00 AM–5:00 PM EST
• Department: Tax Preparation
• Reporting to: Director of Compliance
• Work arrangement: Remote
• The role involves managing confidential financial information, communicating with clients, maintaining organized digital records, and collaborating with senior team members to support accurate and timely tax preparation.

Compensation:

• Starting at $5/hour depending on experience.
• All raises and bonuses are at the discretion of the client.