Operations Assistant - Tax Department
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AI Summary
The Operations Assistant will play a key behind-the-scenes role in ensuring tax returns are finalized, assembled, and delivered accurately and efficiently for the Tax team. Key duties include tax return assembly, document scanning, file maintenance, drafting financial statements, and tracking client materials.
Join our Team!
We work in an environment where everyone’s voice is heard
We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.
Operations Assistant – Tax
As a Tax Operations Assistant with our Tax team, you will play a key behind-the-scenes role in ensuring tax returns are finalized, assembled, and delivered accurately and efficiently. This position is ideal for someone who enjoys detail-oriented work, thrives in a deadline-driven environment, and wants to support a high-performing tax team through strong operational execution.
What you will be doing:
- Tax Return Assembly (for tax department employees).
- Completes scanning requirements for document storage as defined or requested.
- Maintains files of correspondence or other records, electronically or on paper.
- Drafts, proofs, formats, add footnotes, and save as pdfs the financial statements for clients.
- Generates, distributes, and tracks all client materials.
- Maintains control file of all matters in progress for each assigned Partner and Manager.
- Maintains procedures that implement operational and/or fiscal policies.
- Interprets policies and procedures as established by Managers.
- Compiles data based on research techniques and on statistical compilations involving an understanding of operating unit programs, policies, and procedures.
Preferred Qualifications:
- High school diploma or GED required; Associate’s or Bachelor’s degree preferred
- 2+ years of administrative or operations experience within a CPA or professional services firm highly preferred
- Hands on experience with SafeSend and CCH Axcess preferred
- Experience compiling and distributing tax returns in a public accounting environment strongly preferred
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams)
- Strong attention to detail with emphasis on accuracy and follow-through
- Must be able and willing to work over 40 hours during busy tax season.
- Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
- Excellent organizational and time management skills
- Clear written and verbal communication abilities
- Professional demeanor with discretion and confidentiality
- Positive, team-oriented attitude and strong service mindset
SUPERVISORY RESPONSIBILITIES:
- No supervisory responsibilities
At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
Salary Range: $19.00 - $30.00 per hour (Non-Exempt Status)
Salary Range: $19.00 - $30.00 per hour (Non-Exempt Status)
Please note that quoted salary ranges are not guarantees of what final salary offers may be. Base pay may vary depending on job-related knowledge, skills, experience, and geographic location. Base pay is only one part of the Total Rewards that LSL, LLP provides to compensate and recognize our professionals for their work. All exempt positions are eligible for a discretionary bonus and all employees who are regularly scheduled to work 30 hours or more per week are offered a comprehensive benefits package.
Work Environment
Typical indoor office environment
Typical indoor office environment
Disclaimer
The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.
The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.
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