Tax Administrative Assistant/Financial Preparer

Bank Forward; North Dakota; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

HSA

401k

Life Insurance

Long-term Disability

Paid Time Off

Holidays

Stock Ownership

Job summary

Tax Forward is seeking an experienced financial administrator to support clients through payroll, tax reporting, and year-end processes. The role involves handling confidential information with care, preparing statements, and ensuring compliance with applicable banking, insurance, investment, and tax laws.

You will coordinate schedules and assist multiple departments while maintaining accuracy in tax data. The ideal candidate holds a college degree in Accounting or Finance and brings 3–5 years

Qualifications

• Knowledge, skill, and mental development equivalent to the completion of a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration.
• Complies with banking, insurance, investment, and tax laws and regulations.
• Reviews Tax Return data for accuracy and communicates tax information to clients.

Responsibilities

• Prepares financial statements for clients.
• Processes routine client data, including monthly, quarterly and annual reporting.
• Completes Payroll and quarterly reports.
• Identifies and resolves payroll errors.
• Prepares clients for tax season by compiling and entering their monthly and year-end financial information into the system.
• Assists in the management of department schedules and meetings.
• Reviews Tax Return data for accuracy and completeness.

Skills

Payroll processing

Tax administration

Client data handling

Confidential information handling

Scheduling

Education

College degree in Accounting or Finance

Job description

At Tax Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities 'fast forward' to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time, Monday-Friday, 8:00am-5:00pm. Longer hours will apply for tax season from January-April.

Skills / Requirements / Qualifications:

• Prepares financial statements for clients.
• Processes routine client data, including monthly, quarterly and annual reporting.
• Completes Payroll and quarterly reports.
• Identifies and resolves payroll errors.
• Prepares clients for tax season by compiling and entering their monthly and year-end financial information into the system.
• Respectfully handles confidential information.
• Complies with applicable banking, insurance, investment, and tax laws and regulations.
• Knowledge, skill, and mental development equivalent to the completion of a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration.
• Effectively transfers calls, takes and delivers messages, and answers questions as appropriate.
• Assists various departments with copying and organizing information. Some administrative assistance will be required.
• Assists in the management of department schedules. Schedule and organize activities such as meetings and department/location activities.
• Reviews Tax Return data for accuracy and completeness.
• Communicates Tax Return information to clients.

Equal Opportunity Employer