Tax Intake & Client Records Specialist

Greco & O'Neal Wealth Strategies; Florida; On-site; USD 38,000 - 46,000; Full time

Job summary

Greco & O'Neal Wealth Strategies is looking for an organized Tax Intake & Administrative Assistant with basic tax knowledge to meet with clients, gather paperwork, and submit documents to CPAs for tax preparation.

The role involves client intake, reviewing tax documents for completeness, scanning and organizing files, scheduling appointments, and maintaining confidential client records with professional communication.

Qualifications

• Basic knowledge of common tax forms and terminology.
• Strong organizational skills and attention to detail.
• Friendly, professional communication and customer service skills.
• Comfortable using computers, scanners, email, and document management systems.

Responsibilities

• Conduct client intake appointments and gather basic information.
• Collect and review tax documents for completeness, including W-2s, 1099s, and prior tax returns.
• Scan, upload, and organize documents for the CPAs.
• Follow up with clients regarding missing paperwork.
• Schedule appointments and maintain accurate client records.
• Communicate with the CPAs about submitted documents and outstanding requests.
• Handle confidential client information securely and professionally.

Skills

Tax basics

Organizational skills

Communication

Data entry

Office software

Education

High school diploma

Tools

Document management system

Email

Job description

Greco & O'Neal Wealth Strategies is looking for an organized Tax Intake & Administrative Assistant with basic tax knowledge to meet with clients, gather paperwork, and submit documents to CPAs for tax preparation.

The role involves client intake, reviewing tax documents for completeness, scanning and organizing files, scheduling appointments, and maintaining confidential client records with professional communication.