Tax Assistant Job Description

What is the job description of a Tax Assistant? What are the duties and responsibilities of a Tax Assistant? What does a Tax Assistant do?

Job description of a Tax Assistant

Tax Assistants, usually working under the supervision of a Tax Manager or supervisor, provide support to an organization’s tax or accounting department. Their role is a combination of administrative assistance and accounting support. They must be able to run an office, as well as perform higher level functions, such as processing tax returns and maintaining databases.

This Tax Assistant job description example includes the list of most important Tax Assistant duties and responsibilities as shown below. It can be modified to fit the specific Tax Assistant profile you're trying to fill as a recruiter or job seeker.

Tax Assistant Duties and Responsibilities

Tax Assistant job description should contain a variety of functions and roles including:

  • Handling sensitive and confidential information properly
  • Performing clerical duties
  • prepare reports and financial documentation
  • Assist tax preparers review and file customers’ tax returns

Tax Assistant Requirements / Skills / Qualifications

Tax Assistant job description should include these common skills and qualifications:

  • Bachelor's degree in a numerate discipline
  • Basic understanding of the tax laws and regulations
  • Ability to use tax software programs
  • Customer service skills
  • A high attention to detail and excellent organizational skills
  • Excellent in communicating both verbally and in writing
  • Basic mathematical skills
  • Proficiency in computer programs, such as Microsoft Word and Excel, and database systems

As a hiring manager, recruiting an ideal Tax Assistant starts with crafting a good job description. Use this Tax Assistant job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Tax Assistant may also reference it in preparation for the interview.