Admin Assistant / Tax Preparer Support
Admin Assistant / Tax Preparer Support
Job ID: 42186
Location: Bozeman, Montana
Category: Accounting & Financial
Employment Type: Contract-to-Hire
Bozeman, MT
A well-established local accounting firm provides personalized tax and financial services to individuals and businesses throughout the Gallatin Valley is seeking an Admin Assistant/Tax Preparer Support person. Known for its professional, approachable service, the firm takes pride in building lasting client relationships and providing dependable, accurate guidance. The team offers a collaborative work environment where attention to detail, integrity, and excellent customer service are highly valued.
This support-focused role helps collect, organize, review, and enter client information and documents for tax preparation. The ideal candidate has a basic understanding of taxes, strong attention to detail, and an interest in learning more about tax preparation.
Starting Wage: $20 to $25/hour depending on experience
Schedule: Full-time, Monday through Friday
Essential Functions and Duties:
Collect, organize, and review client tax documents and financial information for completeness
Enter client information accurately into tax software and assist with tax return preparation
Communicate with clients to obtain missing information or documentation
Maintain accurate, organized, and confidential client files, including electronic records
Answer phones, greet clients, schedule appointments, and assist with client communications
Provide general administrative and office support, including scanning, filing, correspondence, and other tasks as needed
Qualifications:
Basic understanding of individual and/or business taxes and familiarity with common tax forms and documents
Previous office, administrative, accounting, or tax-related experience preferred
Strong attention to detail, accuracy, and comfort working with numbers and financial information
Strong computer and data-entry skills; experience with tax software or QuickBooks is a plus
Excellent organizational, time-management, and professional communication skills
Dependable, responsible, and willing to learn while handling confidential information with discretion
Get in touch! Call or text 406-295-1346 to reach Destiny, your career coach, in our Kalispell LC Staffing Office.
42186