Tax Accounting Assistant

Tax Accounting AssistantA.T. Becker & Associates, Inc.Scarsdale, NY 10583Full-Time | In-Person | Overtime AvailableAbout UsA.T. Becker & Associates is a small financial firm in Scarsdale, NY providing tax preparation, bookkeeping, and financial planning for individuals and small businesses. We offer a supportive, educational, and team-oriented environment where growth and professional development are encouraged.Position OverviewThis position is for a full-time tax assistant. Hours will generally be M-F 9:00 am - 5:00 pm. However, during busy seasons there will be the opportunity for overtime including weekend and evening hours. The full-time tax assistant is expected to additionally work one weekend day (Saturday or Sunday) from February to April 15 and stay late during the regular work week.Responsibilities include:Coordinating the tax preparation process, including organizing and scanning client tax documentsProactively managing database and workflow systems to ensure accurate maintenance of client dataResponding to client needs on behalf of tax preparers as needed to assist in time and workflow managementCollating and sending tax returns to clients electronically or by mailProcessing tax return e-files and following up with clients as necessary to meet deadlinesPreparing engagement letters for clientsCoordinating and organizing materials for meetingsScheduling client meetings and sending confirmation emailsTyping documents and lettersMaintaining general office functions, including coordinating with reception staffManaging e-mail accounts by checking and responding to e-mails and secure uploads and following up as necessaryUpdating client database profiles and foldersConducting clerical duties such as filing, copying, printing and scanningWorking directly with clients to answer their inquiriesCommunicating with prospective clients by explaining our servicesPerforming receptionist duties as needed including amicably greeting clients and answering phone callsSending mailings and lettersQualifications:Interpersonal skillsStrong written and verbal communication including phone skillsAbility to relay information and messages accuratelyOrganizational skillsReliability and timelinessMicrosoft Office proficientTeamwork skillsProfessional attitude and demeanorAbility to multitask in a fast-paced environmentCreative thinking to improve ways of workingPrioritizes and is resourceful in completing tasksStrong technology skills with an ability to adapt to changes and new programsHigh school diploma or equivalent experience (required); Bachelor's degree (preferred)Calendar management (experience in Calendly preferred)Knowledge of DocuSign (preferred)Knowledge of ProSeries (preferred)3 years of office experience (preferred)1 or more years of working in a tax office or CPA firm (preferred)Compensation & BenefitsCompensation commensurate with experience and qualificationsPaid overtime opportunitiesOpportunities for professional growth and advancementSupportive, education-focused work environmentWork LocationIn person — Scarsdale, NY 10583No remote work availableBenefits:Retirement planRetirement plan matchingHealth insuranceDental insuranceVision insurancePaid sick timePaid time off