Data Entry and Bookkeeping: Inputting financial data into tax software or spreadsheets, organizing receipts and financial records, and maintaining accurate records of income, expenses, and deductions.

Assisting with Tax Preparation: Gathering necessary documents and information for tax returns, such as W-2 forms, 1099 forms, receipts, and invoices. They may also help with basic tax calculations and filling out tax forms.

Communicating with Clients: Interacting with clients to obtain missing information, answer basic tax-related questions, and provide general assistance. This may involve phone calls, emails, or in-person meetings.

Researching Tax Regulations: Staying updated on changes in tax laws and regulations to ensure compliance and accuracy in tax filings. They may also research specific tax issues as they arise during the preparation process.

Administrative Support: Performing various administrative tasks such as filing documents, scheduling appointments, and organizing files to support the smooth operation of the tax office.

Client Support During Audits: Assisting clients in gathering requested documentation and providing support during tax audits or examinations by tax authorities.

Software Proficiency: Being proficient in tax preparation software and other relevant tools to efficiently complete tasks and generate accurate tax returns.

Maintaining Confidentiality: Handling sensitive financial information with discretion and ensuring that client confidentiality is maintained at all times.