Tax Department Support Assistant - Temporary jobs in United States
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First State Bank and Trust ยท 1 hour ago

Tax Department Support Assistant - Temporary

First State Bank and Trust is looking for a part-time seasonal individual who will provide crucial support to the Tax Department. This role helps ensure that all tax documents are processed accurately and compliance deadlines are met, playing a critical part in the department's success.

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Responsibilities

Receive tax organizers and related information from staff
Organize, scan, and file electronic and physical tax documents
Ensure timely and accurate routing of documents to the appropriate preparer
Receive finalized returns, assemble tax binders, and notify officers of completion
Maintain the workflow process on the spreadsheet
Other duties as assigned

Qualification

Tax Preparation softwareDocument Management SystemsMicrosoft Office SuiteWorkflow coordinationCommunicationAttention to detailTeamworkIndependent work

Required

Minimum 2 years of experience in a tax office
Proficiency with Microsoft Office Suite
Experience with Tax Preparation software and electronic Document Management Systems
Excellent organization skills and strong attention to detail
Basic understanding of federal, state, and local filing obligations
Excellent communication and interpersonal skills
Ability to work independently and within a team in a fast-paced tax environment

Company

First State Bank and Trust

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First State Bank and Trust is a financial services company offering banking, lending, and mortgage services.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Howard
Chief Executive Officer
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Peter Matzek
Chief Financial Officer
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Company data provided by crunchbase