Tax Preparer

Employment Type: [Full-time, part-time, or seasonal] Position Overview We're seeking an organized, friendly Tax Intake & Administrative Assistant with basic tax knowledge. This person will meet with clients, collect and organize their paperwork, and submit documents to our CPAs for tax preparation. 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. 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. Previous office or tax office experience preferred. This role supports client intake and administrative processing; tax returns will be prepared by our CPAs. #J-18808-Ljbffr Greco & O'Neal Wealth Strategies