Tax specialist vs tax preparation assistant

Differences between tax specialist and tax preparation assistant duties and responsibilities

Tax specialist example responsibilities.

• Operate industry-specific taxation software to complete the tax returns.
• Author of several articles on topics of international taxation.
• Prepare and electronically file accurate and timely individual tax returns base on IRS regulations and company policies.
• Conduct confidential interviews with individuals/couples using current IRS and state laws and manually or electronically file returns through proprietary software.
• Prepare quarterly and annual tax accruals and return-to-provision calculations.
• Analyze historical property tax for multiple internal divisions to accurately forecast current year expenses and support annual accruals.
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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.