Tax Planning Assistant - Proactive Tax Strategy Support

KING OF KINGS MANAGEMENT INC; Atlanta (GA); On-site; USD 52,000 - 64,000; Full time

Job summary

King of Kings Business & Tax Advisory is seeking a highly organized Tax Planning Assistant to support tax planning strategies, financial statement reviews, and year-end planning. The role involves coordinating with tax strategists, bookkeepers, and clients, while maintaining meticulous records and confidentiality.

The ideal candidate will have a foundational accounting/finance degree, strong Excel skills, and a willingness to learn new tax strategies and software.

Qualifications

• Associate's or bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Previous experience in accounting, tax preparation, bookkeeping, or financial services preferred.
• Basic understanding of business taxation, financial statements, and accounting principles.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Experience with QuickBooks Online and tax software is a plus.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple client accounts, priorities, and deadlines.
• Willingness to learn new tax strategies, software, and processes.

Responsibilities

• Assist senior tax strategists with the preparation, organization, and implementation of tax planning strategies.
• Collect and review financial statements, prior-year tax returns, payroll reports, and supporting documentation.
• Assist with quarterly and annual tax planning reviews.
• Prepare tax planning worksheets, calculations, schedules, and supporting documentation.
• Track tax planning strategies, implementation deadlines, and outstanding action items.
• Assist with research related to federal and state tax regulations.
• Support year-end tax planning and client strategy implementation.
• Assist with preparing IRS forms, tax elections, business registrations, and other tax-related documentation under supervision.
• Review client information for accuracy and completeness.
• Maintain organized digital client files and documentation.
• Track IRS and state correspondence, notices, and filing deadlines.
• Coordinate with tax preparers, bookkeepers, and tax strategists to ensure timely completion of assignments.
• Communicate professionally with clients by email, phone, and client portal.
• Follow up on missing documents, pending requests, and tax planning implementation items.
• Coordinate client meetings and prepare documentation for tax planning consultations.
• Provide exceptional client service while maintaining confidentiality.
• Keep clients informed of outstanding items and next steps.
• Ensure all client communications and follow-ups are documented in our practice management system.

Skills

Attention to detail

Organizational skills

Communication skills

Time management

Willingness to learn

Education

Accounting/Finance/Business Administration degree

Tools

Microsoft Excel

Microsoft Word

Outlook

QuickBooks Online

Tax software

Job description

King of Kings Business & Tax Advisory is seeking a highly organized Tax Planning Assistant to support tax planning strategies, financial statement reviews, and year-end planning. The role involves coordinating with tax strategists, bookkeepers, and clients, while maintaining meticulous records and confidentiality.

The ideal candidate will have a foundational accounting/finance degree, strong Excel skills, and a willingness to learn new tax strategies and software.