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Located in Durham, NC
Salary: $19-$24/hr.
Full-Time | On-Site | Monday–Friday, 8:30 AM–5:30 PM Compensation: $19–$24 per hour (based on experience)
Greet clients, manage phone calls, and schedule appointments.
Collect, scan, and organize tax documents such as W-2s, 1099s, receipts, and prior-year returns.
Maintain accurate client records and ensure all documents are complete before preparation.
Enter client data into tax software or CRM systems.
Prepare preliminary information for tax preparers and track missing documentation.
Assist with e-file submissions, signatures (Form 8879), and monitor return statuses.
Maintain confidentiality and follow IRS compliance and office security procedures.
Provide post-filing support to clients, including delivering copies of returns and tracking refund inquiries.
Support office operations such as supply management, workflow tracking, and seasonal preparation tasks.
High school diploma or equivalent required.
Previous tax preparation support experience preferred.
Strong organizational skills and attention to detail.
Excellent communication and customer service skills.
Ability to work efficiently during peak tax-season demand.
Comfortable working with confidential information and following data security protocols.
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