Tax assistant vs corporate tax preparer

Differences between tax assistant and corporate tax preparer duties and responsibilities

Tax assistant example responsibilities.

• Perform bank and account reconciliations and process monthly payroll using QuickBooks.
• Offer orientation to CPA s and college students to complete their continue education credits and increase potential candidates.
• Perform data entry of banking and expense information into QuickBooks and other accounting software reconciling the accounts at month end.
• Assure filling completion per client folder by gathering clients and CPA approval signature, tax form printouts and documentation backup scans.
• General QuickBooks information and data entry.
• Complete IRS tax-preparation training and prepare and electronically file income taxes for individuals.
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Corporate tax preparer example responsibilities.

• Answer clients' accounting, QuickBooks, and tax concerns.
• Handle all sales, franchise, payroll, and income tax reporting requirements, as well as, relate accounting spreadsheets.
• Assist clients in responding to IRS letters.
• Assist the manager in computing estimate tax payments and extension requests for all subsidiaries base on apportionment factors.
• Reconcile and analyze various defer accounts and create necessary tax adjustments.
• Prepare individual tax returns in a timely manner-assist with account reconciliations for clients-help track basis for clients-update clients fix asset accounts
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