Tax Document Operations Intern (E-Filing)

Jobtailor; Alexandria (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor in Minnesota is seeking a detail-oriented assistant to review and organize client tax documents, assist with intake, and prepare materials for routing. You will track client files, assemble tax returns, and support the team in meeting government deadlines.

The role involves e-filing, document preparation, and general operational support. Willingness to travel to client sites and readiness to learn new technologies are expected.

Qualifications

• Working toward a bachelor's degree.
• Accounting or Finance degree strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office products.
• Reliable transportation.
• Willingness to travel to client sites.

Responsibilities

• Review and organize client incoming tax documents
• Assist with intake of tax information and prepare documents for routing
• Track and keep client documents current
• Organize, scan, and process tax documents
• Assemble client tax returns following established procedures
• Assist the team in meeting strict government deadlines
• Perform e-filing and other final delivery steps
• Prepare informational tax documents as needed
• Provide general operational support and complete other assigned responsibilities

Skills

Document organization

Tax document processing

Client tax return assembly

Microsoft Office proficiency

E-filing

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Windows

Microsoft Office

Job description

Jobtailor in Minnesota is seeking a detail-oriented assistant to review and organize client tax documents, assist with intake, and prepare materials for routing. You will track client files, assemble tax returns, and support the team in meeting government deadlines.

The role involves e-filing, document preparation, and general operational support. Willingness to travel to client sites and readiness to learn new technologies are expected.