Preparation room manager vs tax associate

Differences between preparation room manager and tax associate duties and responsibilities

Preparation room manager example responsibilities.

• Prepare management reports and financial summaries using QuickBooks detailing company's financial status.
• Prepare bank reconciliations and general ledger maintenance for multiple clients using QuickBooks software.
• Prepare tax returns using electronic filing software.professionals and tax consultants in handling taxation matters.
• Facilitate efficient operations by performing key accounting role; process payroll and daily reconciliations.
• Participate in organization of periodic health and safety training with PowerPoint presentations.

Tax associate example responsibilities.

• Provide tax planning and preparation services for corporate, individual and high net-worth clients of this midsize CPA firm.
• Implement process to identify and prepare the balances for W2 purposes at year end.
• Prepare customer taxes from w-2's and other tax information, answer phones, print checks, filing
• Resolve a major system problems with split process level errors so employee W2's and companies returns are correct.
• Respond to inquiries from the IRS and other tax authorities regarding reconciliation of filings, liabilities, and other associate matters.
• Advise clients on questions they have pertaining to their tax liabilities and ensure that they are compliant to the IRS regulations.
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