Tax assistant vs tax preparation assistant

Differences between tax assistant and tax preparation assistant 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.
Show more

Tax preparation assistant example responsibilities.

• Complete advanced level IRS certification for income tax preparation.
• Serve as both a tax-preparer and personal assistant to a CPA.
• Update records in QuickBooks system every time the client report a change.
• Communicate with IRS concerning updates and regulation clarification.
• Facilitate efficient operations by performing key accounting role; process payroll and daily reconciliations.
• Start job by assisting TurboTax user's on how to enter information into the TurboTax program.