Income Tax Assembly Associate

Tax Assembly Associate

Employment Type: On-site, seasonal part-time

Schedule: Tax season (late January through April 15), Mon, Tue & Sat, 9:00am–4:00pm

Position Overview

We're looking for a detail-oriented, organized, and reliable person to review and assemble completed income tax returns before they go to clients. You'll confirm that income and withholding on the return match the client's W-2s, 1099s, and other tax documents, then put together a complete, accurate packet for the client. This is a great seasonal job for anyone looking to earn extra income during the winter months, with the potential for occasional work during the rest of the year.

Key Responsibilities

• Add up W-2s, 1099s, and other informational forms and verify that income and tax withholding match the prepared return

• Make copies of the prepared return and informational forms for both the client and our files

• Assemble the client packet: return, original forms, amount owed, payment vouchers and envelopes, and payment instructions for the IRS and other jurisdictions

• Flag discrepancies for the data entry staff to review

• Maintain strict confidentiality of client information

Qualifications

• Strong attention to detail and accuracy with numbers

• Familiarity with income tax forms (W-2, 1099, 1040) preferred

• Ability to work well with a small team

• Basic computer skills

TJD Financial Services, established in 2019, provides professional personal income tax preparation services with a commitment to accuracy, personalized service, and client satisfaction. Proud recipient of The Trentonian "Readers' Choice" Award for "Best Tax Preparation" for five consecutive years.