Overview:
Inputs client tax information, deductions, and filing status into tax preparation software for annual returns.
Duties:
Enter income statements, expense claims, and tax credits
Review data for accuracy before filing
Maintain confidentiality of financial records
Assist with year-end reporting
Requirements:
Familiarity with tax forms and terminology
High typing accuracy
Organized and detail-oriented
Client Instructions:
Deadline: 12th August 2025
Material source will be shared upon hire.
Delivery format: Excel spreadsheet.
Required Data Fields: Client Name, Taxpayer ID, Filing Status, Income Amount, Deductions, Tax Credits, Taxable Income, and Insurance Provider Name.