Tax Paraprofessional

📋 Description

• Notice Management & Resolution: Monitor, track tax notices; resolve with SALT guidance.
• Agency Correspondence: Prepare letters to resolve discrepancies and respond to inquiries.
• Data Organization: Maintain electronic tax binders and files; ensure archiving.
• Compliance Support: Gather data for state audits; update compliance schedules.
• Reporting & Analytics: Produce status reports; identify trends and share insights.
• Client Liaison: Act as secondary contact for clients and provide status updates.

🎯 Requirements

• High school diploma, GED, or equivalent; associate degree preferred.
• Experience in professional services or admin tax environment preferred but not required.
• Strong ability to manage high volumes of documentation with accuracy.
• Strong interpersonal and written communication for interactions with agencies and teams.
• Ability to work in a fast-paced environment, prioritize tasks and deadlines.
• Proficiency in Microsoft Office and tax software; CCH Axcess experience a plus.