Tax Assistant Job Description Template

Looking for an experienced Tax Assistant to join our team. In this role, you will provide support to our tax team by preparing tax returns and ensuring compliance with tax laws and regulations. The ideal candidate will have a strong understanding of tax principles and excellent organizational skills. If you are detail-oriented and able to work independently in a fast-paced environment, we encourage you to apply for this exciting opportunity.

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About the Position

We are looking for a highly motivated, detail-oriented Tax Assistant to join our team. The ideal candidate will have experience in tax accounting, exceptional analytical skills, and a strong desire to learn and grow in a fast-paced environment.


  • Assist with income tax compliance in accordance with federal, state, and local regulations
  • Perform tax research and prepare technical memos
  • Assist with tax planning and forecasting
  • Calculate and prepare tax accruals and workpapers
  • Respond to tax authority notices and inquiries
  • Assist with coordinating audits and examinations
  • Maintain tax records and workpapers
  • Assist with special projects and other duties as assigned


  • Bachelor's degree in Accounting or related field
  • Minimum of 1 year of experience in tax accounting
  • Strong analytical and problem-solving skills
  • Excellent attention to detail and accuracy
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Excel and other tax software
  • Strong communication and interpersonal skills

If you meet the qualifications and are ready to take on a new challenge, please apply with your resume and cover letter.


Are you looking to hire a Tax Assistant for your business, but not sure how to write a job posting that will attract the right candidates? In this article, we will provide you with tips on how to create an effective Tax Assistant job posting that will help you find the perfect candidate.

Job Title and Overview

The first step to creating a great job posting is to write a job title that accurately reflects the role and responsibilities of the position. For a Tax Assistant, the job title should be clear and concise such as "Tax Assistant" or "Tax Associate".

In the job overview section, you should provide a brief description of the role and responsibilities of the Tax Assistant. This section should include:

  • The purpose of the role
  • The main functions of the job
  • Who the candidate will report to
  • The qualifications necessary for the job
  • Responsibilities

    In this section, you should outline the specific tasks and duties that the Tax Assistant will be responsible for. Some examples of responsibilities may include:

  • Preparation of tax returns for individuals, businesses, and corporations
  • Assisting with tax planning and consulting services
  • Researching tax laws and regulations
  • Communicating with clients and responding to their inquiries
  • Maintaining accurate and up-to-date records
  • Qualifications

    The qualifications section should outline the skills, education, and experience expected of the ideal candidate. Some of the qualifications you may include are:

  • Bachelor's degree in accounting or a related field
  • Experience in tax preparation and planning
  • Strong attention to detail and organizational skills
  • Excellent communication and interpersonal skills
  • Familiarity with tax laws and regulations
  • Benefits and Perks

    Finally, it is important to include a section on the benefits and perks that the Tax Assistant can expect from working with your company. This section should highlight any specific benefits that your company offers, such as:

  • Competitive salary and benefits packages
  • Opportunities for career advancement
  • Flexible work arrangements
  • Work-life balance initiatives
  • Conclusion

    Now that you know how to create an effective Tax Assistant job posting, you are ready to attract the right candidates to your business. Remember to be clear and concise, and to highlight the benefits and perks of working with your company. Good luck!

    What qualifications do I need for a Tax Assistant job posting?

    A Tax Assistant usually has a degree in accounting or finance. However, an associate's degree or relevant certification and experience in a related field may also be acceptable. Candidates must have exceptional mathematical skills and attention to detail. Basic knowledge of tax laws and software used in tax preparation is essential.

    What are the duties of a Tax Assistant?

    A Tax Assistant supports the work of a tax professional by preparing and reviewing tax returns, researching tax laws, and handling administrative duties such as scheduling appointments, answering phone calls and responding to emails. They must also maintain client records, and assist in the preparation of financial statements and reports.

    What are the essential skills required for a Tax Assistant?

    A Tax Assistant must have strong analytical, critical thinking, and problem-solving skills. They should have excellent communication and interpersonal skills to interact effectively with clients, colleagues, and managers. Attention to detail, confidentiality, and time management are some of the essential skills required for a Tax Assistant position.

    What are the educational opportunities for a Tax Assistant?

    A Tax Assistant can pursue various educational opportunities in this field. Enrolling in a specialized tax preparation course or obtaining a relevant certification, such as Certified Tax Preparer (CTP) or Enrolled Agent (EA) can advance the career of a Tax Assistant. Some may pursue a degree in accounting or finance to become a Certified Public Accountant (CPA).

    What is the salary range for a Tax Assistant?

    The salary range for a Tax Assistant varies based on the company size, location and level of experience. According to PayScale, the national average salary for a Tax Assistant is $41,424 per year. However, the salary can range from $31,000 to $57,000, depending on the factors mentioned above.

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