Rate: $20-25 per hour

Hours: 15-20 hours per week

Description: 

• Light tax work and forms prep needed

• Electronic organization, tagging, and re-naming of files

• Printing to PDF from various applications

• Preparation of forms like W-9s, Powers of Attorney, and S Corporation elections

• Setup and transmittal of documents for signature via DocuSign

• Word Doc preparation such as creating new engagement letters from templates, rolling forward prior years

• Assisting with new client set-up in various software

• Maintaining marketing related lists to ensure leads are followed up on and/or communicated with

• Bookkeeping (QuickBooks) and/or individual tax preparation experience preferred 

• Required knowledge of:

  • Word

  • Excel

  • Adobe (light editing of PDFs)

  • Outlook

  • DocuSign

• Preferred knowledge of:

  • QuickBooks

  • Drake tax software

 

How to apply: ​

Send resumes to careers@teambka.com 

​