Tax Return Assembler (term Position)

  • 3-5 Year
  • Thunder Bay
  •   Posted On: October 11, 2018
  •   Skills:  Communication, Flexibility, Taxation, Time Management

Job Overview

Roles & Responsibilities

RESPONSIBILITIES AND QUALIFICATIONS

Performance Expectations

Organize and assemble completed tax returns

Update tracker in computer

Prepare documents for mail out

Credentials

Tax return assembly experience is preferred, but not required

Proficiency using computers

Strong attention to detail and superior organization and time management skills

Ability to work flexible hours for March 1-May 1, 2019

Potential overtime may be required

Core Competencies and Personal Characteristics

Integrity – professional whose honesty, integrity, confidentiality and high ethical standards contributes to effective leadership and optimal business relationships

Energy – displays enthusiasm, optimism, drive and passion while maintaining a high level of productivity and a balanced lifestyle

Diversity – understands the importance of different backgrounds, perspectives and experiences and is respectful of individual differences

Communication – effectively expresses ideas and conveys information in business writing, conversations and interactions with others

Client Service Excellence – understands the importance of quality client service by being courteous, responding to client requests in a timely manner and monitoring satisfaction

Teamwork & Relationship Development – works collaboratively with team members in order to achieve a common goal and develops, maintains and strengthens relationships with others, both inside and outside the Firm

Accountability – takes responsibility for one’s own performance by setting clear goals and tracking progress against those goals; is highly organized and uses personal judgement and decision making

Flexibility – effectively manages multiple assignments, adapts to changing priorities and is able to work independently or as part of a team

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