Description
AppleOne is proud to present:
We are seeking two highly motivated and detail-oriented Tax Preparers to join our client, a well-established CPA firm, on a temporary basis. These positions will provide essential support to the firm’s tax team and will involve a variety of tasks in document management, data retrieval, tax form preparation, and general office administration. The successful candidates will be proficient in various office and tax-related software, with a focus on efficiency and organization.
Key Responsibilities:
Scanning and Document Management:
Efficiently scan and organize financial documents.
Maintain an organized, easily accessible digital filing system for client records.
Manage electronic files and ensure smooth document retrieval.
Downloading and Data Retrieval:
Download financial statements, reports, and relevant data from various online platforms.
Assist in retrieving data from client portals and external sources, ensuring accuracy.
Email Management:
Monitor and manage incoming emails, responding to routine inquiries.
Forward important messages to appropriate team members.
Categorize and organize emails for streamlined access.
Tax Forms Preparation:
Work closely with the tax team to prepare tax forms and related documents.
Ensure compliance with tax regulations and deadlines.
Assist with the completion of various tax-related filings.
Tech-Savvy Responsibilities:
Stay current with the latest accounting software and tools.
Provide basic tech support for office equipment and software troubleshooting.
Liaise with IT support when necessary to resolve technical issues.
Desktop Operations:
Proficiently use spreadsheet and word processing software.
Perform routine desktop maintenance and organization to ensure smooth operations.
General Administrative Support:
Assist with scheduling appointments and managing calendars.
Handle incoming calls and direct them to the appropriate staff members.
Support other administrative tasks as needed.
Team Collaboration:
Collaborate with other team members to ensure seamless office operations.
Provide support during peak tax season and assist with special projects.
Qualifications:
Previous experience in tax preparation or accounting is a plus, but not required.
Strong organizational and time-management skills.
Proficient in Microsoft Office Suite (Excel, Word, etc.) and tax preparation software.
Tech-savvy with the ability to troubleshoot basic office equipment issues.
Strong attention to detail and accuracy.
Excellent communication skills, both written and verbal.
Ability to work independently and as part of a team.
Must be able to handle confidential information with discretion.
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1012
Experienced (Non-Manager)