Key Responsibilities:

1. Data Organization & Management

• Collect, organize, and manage incoming tax-related data from clients.

• Ensure all financial records, tax documents, and supporting files are properly categorized.

• Taking scanned tax files, reviewing/organizing and entering data into tax software.

• Prepare and file individual, business, and other tax returns accurately and efficiently.

• Conduct research on US tax issues and stay informed about changes in tax regulations.

2. Tax Deadline Tracking & Monitoring

• Track and monitor important tax filing deadlines to ensure compliance.

• Maintain an up-to-date calendar of tax submission dates and required documents.

• Work alongside the admin team to confirm that all necessary documents are submitted on time.

3. Process Optimization & System Management

• Utilize CRM systems, AI tools, and project management software to streamline data tracking.

• Implement efficient workflows to ensure timely tax submissions.

• Continuously improve data organization and tracking processes to enhance efficiency.

4. Tax Deadline Tracking & Monitoring

• Work closely with administrative personnel and tax professionals to support smooth operations.

• Assist in planning for future team expansion by identifying additional admin support needs.

• Provide insights and recommendations for system improvements to enhance data management.

5. Other duties as assigned.

Desired Skills and Qualifications:

• Experience: 5+ years experience at US based CPA/accounting firm or similar.

• US Tax Knowledge: Familiarity with current US tax documents, forms, and filing requirements.

• Technical Skills: Proficiency in Drake Tax System, MS Office Professional Suite (Excel, Word, Outlook), and document management software.

• Detail-Oriented: Strong accuracy in data entry, tax document review, and compliance tracking.

• Organized & Efficient: Ability to manage large volumes of tax-related data and meet deadlines.

• Problem-Solving: Capable of troubleshooting data inconsistencies and ensuring proper record-keeping.

Personal Attributes:

• Detail-Oriented: Strong ability to track, organize, and manage large volumes of tax- related data.

• Highly Organized: Able to handle multiple deadlines and prioritize urgent tasks effectively.

• Analytical Thinker: Can assess tax data and ensure accurate record-keeping.

• Tech-Savvy: Familiar with CRM software, AI tools, and data management systems.

• Proactive & Reliable: Takes initiative to monitor deadlines and ensure timely submissions.

• Strong Communicator: Works well and clearly communicates with all levels of team members, high level executive professionals and diverse client base.

Problem-Solver: Able to troubleshoot data inconsistencies and improve efficiency.

Why Join NexusPoint?

NexusPoint is a BPO focused on connecting small/medium-sized businesses and solo entrepreneurs with global talent from around the world. We focus on all things back-office operations: including, but not limited to virtual/executive assistants, bookkeepers, social media management, operations managers, AR/AP management, project management, data entry & research, and all things back-office.

www.nexuspt.io