Overview In this role you support CPA firms during tax extension season, ensuring accurate and compliant extension filings for multiple clients. You will liaise with firms to gather documents, review materials, and prepare all required forms under tight deadlines. You'll stay current on tax laws and communicate proactively about status and any issues. This position offers meaningful work in a client-focused, confidential environment within a growing CPA practice.
Responsibilities- Liaise with CPA firms to collect and organize client financial documents for extension filing
- Review client documentation (income statements, expense reports, deductions) for accuracy
- Prepare accurate and compliant tax extension filings using knowledge of tax laws
- Ensure all forms, schedules, and supporting docs are attached to extensions
- Collaborate with internal team and CPA contacts to address inquiries about extensions
- Stay updated on changes in tax laws and extension requirements and apply them
- Maintain organized records of extension-related communications and documentation
- Meet strict deadlines and ensure timely, correct submissions
- Provide proactive status updates to CPA firms about extension preparations
- Maintain high standards of confidentiality and ethical conduct in handling client information
Key requirements- Experience as a tax accountant with extension filings
- Strong knowledge of tax laws and codes
- Excellent attention to detail and accuracy
- Ability to work under tight deadlines
- Good communication with CPA firms and clients
- Commitment to confidentiality and ethical standards
- attention to detail
- clear communication
- deadline-driven
- comprehensive knowledge of tax laws and extension filing requirements
- documentation review
- compliance with forms and schedules
