Tax Prep Support & Document Liaison
Five Star Tax Resolution
Five Star Tax Resolution in Costa Mesa, CA is seeking a Tax Prep Support Specialist to manage client communications and document collection for tax returns. This role acts as the liaison between clients and the Tax Prep team to ensure all required documents and schedules are gathered, reviewed, and prepared for handoff. The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate CRM notes while following up on missing items. #J-18808-Ljbffr Five Star Tax Resolution
- ...are seeking a highly organized and detail oriented Tax Prep Support Specialist to support our tax preparation process from the client communication and document collection side. This role serves as the primary liaison between the client and the Tax Prep team, helping...DocumentTaxSelf employmentWork at office
- Mercer Advisors in Newport Beach is seeking a Tax Support Specialist to be part of the Income Tax team. This role involves administrative... ...ensuring a high-quality client experience by maintaining tax documents and assisting with workflow. The ideal candidate will possess...DocumentTax
- ...YOCCA CARLSON & RAUTH seeks a Junior Litigation Assistant to provide administrative and litigation support in the firm’s Litigation Department. You will assist with document preparation, court filings, case management, and trial support, under supervision, ensuring...Document
$83.81k - $179.3k
...municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-... ...Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the... ...for compliance review, reviewing legal documents and partner with corporate legal team to...DocumentTaxWork experience placementLocal areaFlexible hours- ...Assistant Manager of Accounting & Finance to support the financial operations of our growing... ...Liaise with external auditors, tax professionals, and compliance agencies during... ...and business partners; translate financial documents as needed Qualifications ~ Bachelors...DocumentTaxOverseas
- ...values‑driven environment. We’re proud to support our communities through volunteerism,... ...IMPACTTechnical AccountingLead research and documentation of complex U.S. GAAP and IFRS accounting... ...initiatives.Advise Accounting & Tax leadership and stakeholders on accounting...DocumentTaxFull timeWork at officeLocal areaImmediate start
$93k - $191k
Position Summary The National Tax Quality Assurance (NTQA) QRM Support Team Manager is responsible for supporting the Deloitte Tax LLP regional... ...agreements, scopes of services, and other contracting documents to identify deviations from our standard templates and...DocumentTaxContract workWork at officeLocal areaVisa sponsorship- ...CA office! The Accounting Associate will support daily accounting operations for our... ...Assist with audits by providing necessary documentation and reports. Respond to internal and external... ...and report generation. Support for tax-related filings and ensure compliance with...DocumentTaxWork at office
$88k - $118k
..., switches, and cloud-based applications Document and maintain client technology roadmaps,... ...events or changing priorities Training, support or consulting advisory experience is preferred... ..., and Wipfli Advisory LLC provides tax and business consulting services to its clients...DocumentTaxTemporary workWork at officeLocal areaFlexible hours$139.2k - $293.5k
...a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...encompass managing staff, overseeing document receipt, reviewing taxable income... ...Additionally, you will provide guidance and support to your direct reports, while also contributing...DocumentTaxWork at officeLocal areaRemote workWorldwide$139.2k - $293.5k
Senior Manager Tax Accounting Services Job Description As a Senior Manager in our Tax... ...will encompass managing staff, overseeing document receipt, reviewing taxable income calculations... ..., you will provide guidance and support to your direct reports, while also contributing...DocumentTaxLocal areaRemote work$150k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...you will focus on providing guidance and support to clients on transfer pricing matters. In... ...Competence in preparing and presenting intricate documents- Proven experience in leading teams and...DocumentTaxFull timeTemporary workH1b$24 - $29 per hour
...Support Services (Tax Assistant) At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial... ...role is responsible for organizing and managing client documents, maintaining accurate records in CCH Axcess, coordinating follow...DocumentTaxHourly payWork at office$23 - $27 per hour
...Operations, Shipping, Planning, Production Support, and other internal teams to support day... ...purchase orders, contracts, shipping documentation, and order entry prior to invoicing to ensure... ...terms, and relevant regulations (tax, export controls, etc.). Provide documentation...DocumentTaxWeekend workDay shift- ...SmartStreet™. Banc of California is committed to supporting its local communities through the Banc... ...with service partners to route calls, documents or other action items to complete... ...supplemental life, long-term disability, pre-tax Health Savings Account with employer...DocumentTaxFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$140k - $210k
...proposals, conducts interviews, and negotiates contracts with clients Supports firm's relationships with client management personnelResponsible... ...off and holidays, comprehensive health insurance coverage, pre-tax savings account options for healthcare, dependent care and...TaxFull timeLocal areaFlexible hours$131.6k - $249.78k
..., hybrid position will be part of a team supporting the delivery of consulting projects as well... ...to complete necessary research and document the process used to reach conclusions.Travel... .... Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation...DocumentTaxFull timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$100k - $150k
Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships...Tax$80k - $90k
...prosecution matters, from pre-filing to grant, in support of the patent prosecution practice. This... ...preparation and filing of patent related documents with the USPTO. Ensure legal documents... ...Short and Long-Term Disability Pre-Tax Benefit Programs The expected annual...DocumentTaxTemporary workWork at office$24 - $25 per hour
...CA At TaxRise, we don't just provide tax relief services; we provide hope, stability... ...clear guidance regarding required documentation and next steps Demonstrate empathy while... ...Recognize when an issue requires additional support Partner with leadership or other...DocumentTaxHourly payFull time$134.46k - $184.89k
...alignment, and execution of rate actionsDrive client strategies that support key business priorities, including:Persisting customers through... ...and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via ****@*****.***...DocumentFull timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours- ...SmartStreet™. Banc of California is committed to supporting its local communities through the Banc... ...to carry out instructions, interpret documents, understand procedures, write reports... ...life, long-term disability, pre-tax Health Savings Account with employer contributions...DocumentTaxFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and... ..., presentation) to run delivery status, align expectations, and support scope discussions.Strong analytical and reporting capabilities with...TaxWork at officeLocal area$100k
...CRM), Employee Benefits, is the primary liaison between insurance carriers and clients,... ...timely, accurate deliverables and supports the delivery of a consistent “Peace of... ...updates, and delivery of required plan documentation.Ensure benefit programs comply with federal...DocumentFull timeWork at office$75k - $105k
...professional partnerships, teamwork and cooperation. The Client Manager supports the Company Mission Statement and is responsible for meeting... ...; Investigating Third Party Payor issues/trends and notifying/documenting problems for Officers, Clients, and Staff; Closely monitoring...DocumentContract workRemote work$18 - $30 per hour
...Loan Support Specialist II The Loan Support Specialist II is responsible for the servicing... ...tasks requiring knowledge of loan documentation, regulations, policies and procedures. This... ...creation, lien perfection, escrow/tax support, flood review or general ledger...DocumentTaxBank staffWork at officeImmediate start- ...collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization... ...Billing & Collections Administrative Support to strengthen our billing team and ensure... ...payment plans when necessary and document collection activities. Escalate complex...DocumentTaxFull timeWork at officeMonday to Friday
$18 - $30 per hour
...Loan Support Specialist I Ready to launch your career in banking and learn the ins and... ...building knowledge of loan products, documentation, and regulations. You'll work closely with... ...Loan document preparation Escrow and tax support Basic reconciliations and support...DocumentTaxImmediate start$72k - $90k
...management, business management, tax, estate, insurance, and more,... .... Serve as a strategic liaison between clients and internal... ...action items are completed and documented. Other duties as assigned.... ...with Wealth Advisors to support client segmentation, service...DocumentTaxTemporary workWork at officeHome officeMonday to FridayFlexible hours$50 - $57 per hour
...candidates possess telehealth/remote patient support experience. The Clinical Navigator... ..., provides program-approved education, documents patient interactions and outcomes, and... ...life insurance and disability coverage; and tax-advantaged savings accounts. We also...DocumentTaxHourly payWork at officeLocal areaRemote workHome office
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