Seasonal Tax Preparer & Support

-Tax Data Entry: Precisely enter financial data from source documents (W-2s, 1099s, etc.) into UltraTax software with a high degree of accuracy.
-Data Verification: Conduct thorough reviews of entered data to ensure completeness and correctness before passing files to senior preparers.
– Information Management: Identify missing information or discrepancies in client files and communicate with team members to resolve them.
– Reporting & Summaries: Assist in the preparation of internal reports and summaries required for final tax filings.
– Confidentiality: Maintain the highest level of security and discretion regarding sensitive financial and personal client information.