• Tax Assistant

    Job Post Information* : Posted Date 2 weeks ago(11/30/2018 5:10 PM)
    Job Locations
    US-CA-San Mateo
  • Overview

    Best-in-class service, stewardship, independence, seamlessness, and transparency – these are the five core values that define the talented professionals at Andersen Tax. We are committed to hiring highly motivated individuals who desire to enhance their career and make a distinct impact. Andersen Tax is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory, and related consulting services to individuals, commercial clients, and alternative investment funds. Andersen Tax is the founding member of Andersen Global, an international association of legally separate, independent member firms with over 3,500 professionals worldwide. In the U.S., Andersen Tax has more than 1,000 personnel located in 19 cities across the country. Our team of top advisors has extensive backgrounds in international accounting firms, law firms, IRS, and state taxing authorities. We demonstrate our commitment to our people through programs like our Women’s, Veterans’, and Diversity initiatives, which allow us to maintain both a positive and supportive work environment. We aim to be the benchmark for quality in our industry and serve as the standard by which other firms are measured.


    At Andersen Tax, we offer a rewarding career path for exceptional and motivated individuals. From the moment your employment begins, you will be exposed to a wide variety of projects that will give you the opportunity to stand out and make a difference. Additionally, due to our favorable Managing Director to Associate ratio, you will receive significant hands-on mentoring from our senior professionals who are invested in your growth and development. We foster an environment based on learning and allow our employees to grow through hands-on work experience, participation in local office and national training programs, and strong mentoring relationships. Through our sustained growth and best-in-class service, we can offer substantial long-term career opportunities and the tools you need to become an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen Tax – a name from the past, a firm for the future.


    Please view our website at www.andersentax.com for additional information on Andersen Tax.


    Andersen Tax offers competitive salaries and a comprehensive benefits package including medical, dental, vision, retirement programs, flexible spending accounts, tuition reimbursement, professional accreditation assistance, and other employee incentives.


    Tax Assistants provide support to all levels of practice personnel. Primary responsibilities include bookkeeping, data entry, reviewing tax returns for completeness and accuracy, scanning documents into electronic filing system, copying and packaging returns and assisting with document and/or extension preparation, and assisting with the preparation of client deliverables. Tax Assistants handle mail and participate in administrative duties and projects as appropriate.


    Primary Responsibilities:

    • Tax Return Preparation
      • Accurately and timely prepare corporate tax returns using tax compliance software
      • Prepare extensions, estimated payment vouchers, and tax projections
      • Extensive data entry
      • Identification of missing tax returns items
    • Client Projects
      • Gather electronic and hard copy documentation for audit support
      • Organize client documents
    • Account Management
      • Assist in drafting monthly client invoices and preparing billing analysis
      • Prepare client job arrangement letters and other correspondence
    • Administrative Support
      • Assist with the preparation and formatting of client deliverables
      • Scan and maintain documents in an electronic filing system
      • Assist with other ad hoc projects as needed

    Knowledge and Skill Requirements

    • At least 1 year of relevant work experience;
    • Ability to lift 20 pounds;
    • Ability to work independently as well as part of a cross-functional team;
    • Solid communication and interpersonal skills;
    • Must be able to work with minimal supervision;
    • Strong attention to detail, flexibility, able to handle multiple tasks in a high pressure, deadline-oriented environment, and
    • Excellent skills in MS Office Word, Excel, Outlook and PowerPoint.


    Applicants must be currently authorized to work in the United States on a full-time basis.


    Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.


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