Seasonal Tax Return Assembler & Filing Prep Specialist

J. H. Williams & Co., LLC; Kingston (Luzerne County); Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

J. H. Williams & Co., LLC is seeking a Tax Return Assembler in Kingston for the upcoming tax season. The role focuses on accurate verification of tax documents, assembling final tax return packages, and coordinating delivery to clients and authorities.

The position requires meticulous attention to detail, proficiency with office tech and PDF tools, and discretion with confidential information during high-volume periods. Collaboration with CPAs and staff is essential.

Qualifications

• High attention to detail and strong organizational capabilities.
• Proficiency with basic office technology, computer systems, and standard PDF manipulation tools.
• Ability to handle confidential financial and personal tax information with discretion.
• Reliable performance and time-management skills during high-volume deadline periods.

Responsabilités

• Verify information on tax documents for accuracy and completeness.
• Assemble final tax return packages for clients and filing authorities (physical and electronic).
• Log and track returns through internal systems from assembly to delivery.
• Ensure required e-file forms and client signatures are included before filing.
• Coordinate with CPAs and staff to resolve formatting and assembly issues.
• Assist with mailing, express shipping, or pickup/delivery of completed tax packages.

Connaissances

Attention to detail

Time management

Discretion with confidential data

Office software proficiency

Outils

PDF manipulation tools

Description du poste

J. H. Williams & Co., LLC is seeking a Tax Return Assembler in Kingston for the upcoming tax season. The role focuses on accurate verification of tax documents, assembling final tax return packages, and coordinating delivery to clients and authorities.

The position requires meticulous attention to detail, proficiency with office tech and PDF tools, and discretion with confidential information during high-volume periods. Collaboration with CPAs and staff is essential.