Position – Tax Support Specialist

Location – Providence, RI 02903, United States

Rate - $19 - $20.36/hour

Job Description:

Key Responsibilities:

• Conduct reviews of account data and perform account maintenance as directed by the team lead.
• Input partnership K-1s for client engagements and data from prior trustee worksheets.
• Manually enter data for charitable accounts with balance sheets.
• Provide assistance to tax preparers and team leaders as requested by management.

Desired Qualifications:

• Minimum of one year of recent tax experience preferred.
• Flexibility to adapt effectively to different tasks, responsibilities, and environments.
• Experience preparing fiduciary and/or individual tax forms in a professional services firm.
• Proficiency with automated tax return preparation software and MS Office applications.
• Strong written and verbal communication skills.
• Ability to work independently with minimal supervision while managing assigned tasks.
• A team player mindset.

Preferred Experience:

• Background in financial services is a plus.
• Prior tax experience is highly desirable.