Seasonal Tax Administrative Assistant - Document Processor

A Kingston-based public accounting firm is seeking a Tax Return Assembler for the upcoming tax season (mainly January 15th – April 15th).

Responsibilities

• Quality & Accuracy Verification: Compare key information and figures on tax documents against completed tax returns to ensure accuracy and completeness.
• Return Packaging: Assemble final tax return packages (both physical folders and secure electronic files) to be forwarded to clients and filing authorities.
• Workflow & Status Tracking: Log and track tax returns through internal tracking systems from assembly through final signature and delivery.
• Signature & Compliance Checks: Ensure all required e-file authorization forms (e.g., Form 8879) and client signature pages are included and complete prior to filing.
• Team Collaboration: Coordinate with CPAs and professional staff to verify missing items or resolve formatting and assembly discrepancies.
• Client & Delivery Coordination: Assist with mailing, express shipping, or scheduling pickup/delivery of completed tax packages to clients.

Qualifications & Skills

• High attention to detail and strong organizational capabilities.
• Proficiency with basic office technology, computer systems, and standard PDF manipulation tools.
• Ability to handle confidential financial and personal tax information with discretion.
• Reliable performance and time-management skills during high-volume deadline periods.