Tax Preparer/Administrative Assistant

$41,600 - $52,000/Yr

DLM Tax Services, Inc - Fall River, MA

Full-time - Entry Level

Remote - Fall River, MA

About the position

The Tax Preparer/Administrative Assistant position at DLM Tax Services, Inc. is a temporary, seasonal role focused on assisting clients with their tax preparation needs. The role involves interviewing clients, organizing tax return documents, and providing exceptional customer service in a fast-paced environment. The ideal candidate will be detail-oriented and possess strong communication skills, particularly in Portuguese, to effectively assist a diverse clientele.

Responsibilities

• Prepare accurate tax client interview forms.
• Review financial documents to ensure completeness of tax preparation packet.
• Provide exceptional customer service by addressing client inquiries and concerns regarding their tax needs.
• Stay updated on current tax deadlines to provide information to clients.
• Maintain organized records of all client interactions and documentation within digital storage software.

Requirements

• Previous experience working with the public.
• Excellent customer service skills with the ability to communicate effectively with clients.
• Familiarity with personal income tax is a plus.
• Ability to work independently as well as part of a team in a dynamic environment.
• A commitment to maintaining confidentiality and professionalism at all times.
• Bilingual in Portuguese is preferred.

Benefits

• Flexible schedule
• Health insurance
• Work from home
• Bonus opportunities