Firefighters First Credit Union ยท 2 months ago
Tax Preparation Assistant
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. They are seeking a Tax Preparation Assistant to provide assistance to the tax preparation staff and ensure clients have a seamless experience during the tax season.
Financial Services
Responsibilities
Answering phones calls and responding to general tax office questions
Managing client database and tax return statuses using workflow software (Tax Dome)
Organizing and analyzing financial information to support tax preparation
Contacting clients via phone or e-mail regarding updates, deadlines, and required information to prepare their return quickly and efficiently
Maintaining an organized electronic filing cabinet, ensuring correct file types naming conventions and locations
Overseeing electronic filing submissions and acknowledgements for state and federal tax returns
Communicating client progress with internal management and assisting with special projects related to office administration
Qualification
Required
Education: High School Diploma or GED
Previous experience working with Microsoft Office Suite (Word, Excel, Outlook)
Company
Firefighters First Credit Union
Firefighters First Credit Union prides itself in being the trusted provider of premier financial services to our Fire Family since 1935.