Income Tax Assembly Associate

Tjd Financial Services Llc; Trenton (NJ); On-site; USD 21,000 - 34,000; Part time

Job summary

TJD Financial Services Llc in Trenton, NJ, seeks a Tax Assembly Associate for the tax season. The role is on-site, seasonal part-time with hours during late January through April 15, 9:00am–4:00pm, Mon, Tue, and Sat.

You will review and assemble completed income tax returns, confirm amounts match W-2s and 1099s, and assemble a complete client packet for delivery. Great for winter income with potential for occasional year-round work.

Qualifications

• Detail-oriented with numerical accuracy.
• Familiarity with W-2, 1099, 1040 forms preferred.
• Basic computer skills required.

Responsibilities

• Add up W-2s, 1099s, and other forms and verify income and tax withholding match the return.
• Make copies of the return and forms for client and files.
• Assemble the client packet with return, forms, amount owed, payment vouchers, and instructions for IRS and others.
• Flag discrepancies for the data entry staff to review.
• Maintain strict confidentiality of client information.

Skills

Attention to detail

Tax form familiarity

Teamwork

Basic computer skills

Job description

Job Description

Job Description

** Tax Assembly Associate**

** Employment Type:** On-site, seasonal part-time

** Schedule:** Tax season (late January through April 15), Mon, Tue & Sat, 9:00am–4:00pm

** Position Overview**

We're looking for a detail-oriented, organized, and reliable person to review and assemble completed income tax returns before they go to clients. You'll confirm that income and withholding on the return match the client's W-2s, 1099s, and other tax documents, then put together a complete, accurate packet for the client. This is a great seasonal job for anyone looking to earn extra income during the winter months, with the potential for occasional work during the rest of the year.

** Key Responsibilities**

• Add up W-2s, 1099s, and other informational forms and verify that income and tax withholding match the prepared return
• Make copies of the prepared return and informational forms for both the client and our files
• Assemble the client packet: return, original forms, amount owed, payment vouchers and envelopes, and payment instructions for the IRS and other jurisdictions
• Flag discrepancies for the data entry staff to review
• Maintain strict confidentiality of client information

** Qualifications**

• Strong attention to detail and accuracy with numbers
• Familiarity with income tax forms (W-2, 1099, 1040) preferred
• Ability to work well with a small team
• Basic computer skills

Company Description

TJD Financial Services, established in 2019, provides professional personal income tax preparation services with a commitment to accuracy, personalized service, and client satisfaction. Proud recipient of The Trentonian "Readers' Choice" Award for "Best Tax Preparation" for five consecutive years.

Company Description

TJD Financial Services, established in 2019, provides professional personal income tax preparation services with a commitment to accuracy, personalized service, and client satisfaction. Proud recipient of The Trentonian "Readers' Choice" Award for "Best Tax Preparation" for five consecutive years.